Creative Planning
CLIR icon

Creative Planning’s ClearSign Technologies CLIR Stock Holding History

Creative Planning’s Portfolio CLIR Stock Details CLIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.9K Sell
12,355
-1,250
-9% -$7.17K ﹤0.01% 3977
2025
Q4 		$75.7K Sell
13,605
-2,300
-14% -$18.3K ﹤0.01% 3750
2025
Q3 		$123K Buy
15,905
+1,720
+12% +$10.1K ﹤0.01% 3641
2025
Q2 		$75.9K Hold
14,185
– – ﹤0.01% 3466
2025
Q1 		$106K Sell
14,185
-6,844
-33% -$68.3K ﹤0.01% 3246
2024
Q4 		$303K Buy
21,029
+322
+2% +$3.18K ﹤0.01% 2658
2024
Q3 		$176K Sell
20,707
-5,920
-22% -$47.1K ﹤0.01% 2882
2024
Q2 		$222K Buy
+26,627
New +$220K ﹤0.01% 2604
2013
Q3 		– Sell
-100
Closed -$9K – 3222
2013
Q2 		$9K Buy
+100
New +$8.4K ﹤0.01% 2313

Other funds holding CLIR

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.44B AUM 9.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return