Creative Planning’s Charge Enterprises, Inc. Common Stock CRGE Stock Holding History

Creative Planning’s Portfolio CRGE Stock Details CRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,915	Closed	-$1.47K	–	3034
2023 Q4	$1.47K	Sell	12,915 -1,250	-9%	-$340	﹤0.01%	2738
2023 Q3	$7.04K	Sell	14,165 -31,665	-69%	-$23.8K	﹤0.01%	2684
2023 Q2	$44.9K	Sell	45,830 -6,608	-13%	-$6.71K	﹤0.01%	2446
2023 Q1	$57.7K	Buy	52,438 +3,758	+8%	+$4.73K	﹤0.01%	2329
2022 Q4	$60.4K	Sell	48,680 -2,000	-4%	-$3.9K	﹤0.01%	2206
2022 Q3	$89K	Sell	50,680 -20,000	-28%	-$57K	﹤0.01%	2045
2022 Q2	$337K	Buy	+70,680	New	+$365K	﹤0.01%	1539

Other funds holding CRGE

Arena Investors Purchase, New York $12.5M AUM 0.27% 1-Year Est. Return

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

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

AWM

Able Wealth Management Toms River, New Jersey $374M AUM 12.51% 1-Year Est. Return

WWS

Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return

WRM

Weybosset Research & Management Province, Rhode Island $347M AUM 29.87% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return

Creative Planning's CRGE Position: Q1 2024 in Review

Creative Planning sold out of Charge Enterprises, Inc. Common Stock (CRGE) in Q1 2024, closing a stake of 12,915 shares — an estimated $1.47K sold.

Creative Planning first reported a position in CRGE in Q2 2022 and held it in 7 quarters. The position peaked at $337K in Q2 2022. 9 funds tracked by Wall St. Rank hold CRGE as of Q1 2024.

Creative Planning reported no remaining Charge Enterprises, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
Creative Planning sold 12,915 Charge Enterprises, Inc. Common Stock shares in Q1 2024, an estimated $1.47K.
Creative Planning first reported a position in Charge Enterprises, Inc. Common Stock in Q2 2022 and held it in 7 quarters.
Creative Planning's Charge Enterprises, Inc. Common Stock position peaked at $337K in Q2 2022.
9 funds tracked by Wall St. Rank held Charge Enterprises, Inc. Common Stock as of Q1 2024.

Based on Creative Planning's 13F filing for Q1 2024, filed 13 May 2024.