Creative Planning
CLSK icon

Creative Planning’s CleanSpark CLSK Stock Holding History

Creative Planning’s Portfolio CLSK Stock Details CLSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,000
Closed -$5.6K – 3217
2024
Q2 		$5.6K Sell
4,000
-12,000
-75% -$202K ﹤0.01% 3025
2024
Q1 		$78K Buy
+16,000
New +$222K ﹤0.01% 2740

Other funds holding CLSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SA
Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's CLSK Position: Q1 2026 in Review

Creative Planning reduced its CleanSpark (CLSK) stake by 19% in Q1 2026, selling an estimated $289K and leaving 116,420 shares worth $991K. The position accounts for ﹤0.01% of the portfolio, ranked #2469.

Creative Planning first reported a position in CLSK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q3 2025. 351 funds tracked by Wall St. Rank hold CLSK as of Q1 2026.

  • Creative Planning held 116,420 shares of CleanSpark worth $991K as of Q1 2026.
  • Creative Planning sold 26,985 CleanSpark shares in Q1 2026, an estimated $289K.
  • CleanSpark made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2469 holding.
  • Creative Planning first reported a position in CleanSpark in Q2 2022 and has held it in 16 quarters since.
  • Creative Planning's CleanSpark position peaked at $1.88M in Q3 2025.
  • 351 funds tracked by Wall St. Rank held CleanSpark as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.