Creative Planning’s CMB.TECH NV CMBT Stock Holding History

Creative Planning’s Portfolio CMBT Stock Details CMBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$193K	Sell	15,273 -2,791	-15%	-$35K	﹤0.01%	3751
2025 Q4	$174K	Buy	18,064 +1,749	+11%	+$17K	﹤0.01%	3597
2025 Q3	$153K	Buy	+16,315	New	+$149K	﹤0.01%	3575

Other funds holding CMBT

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Creative Planning's CMBT Position: Q1 2026 in Review

Creative Planning reduced its CMB.TECH NV (CMBT) stake by 15% in Q1 2026, selling an estimated $35K and leaving 15,273 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #3751.

Creative Planning first reported a position in CMBT in Q3 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold CMBT as of Q1 2026.

Creative Planning held 15,273 shares of CMB.TECH NV worth $193K as of Q1 2026.
Creative Planning sold 2,791 CMB.TECH NV shares in Q1 2026, an estimated $35K.
CMB.TECH NV made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3751 holding.
Creative Planning first reported a position in CMB.TECH NV in Q3 2025 and has held it in 3 quarters since.
162 funds tracked by Wall St. Rank held CMB.TECH NV as of Q1 2026.

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