Creative Planning’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.2M | Buy |
34,035
+9,456
| +38% | +$3.24M | 0.01% | 746 |
|
|
2026
Q1 | $8.03M | Buy |
24,579
+10,451
| +74% | +$3.44M | 0.01% | 840 |
|
|
2025
Q4 | $4.79M | Sell |
14,128
-2,918
| -17% | -$964K | ﹤0.01% | 1036 |
|
|
2025
Q3 | $5.97M | Buy |
17,046
+12,154
| +248% | +$4.1M | ﹤0.01% | 772 |
|
|
2025
Q2 | $1.66M | Buy |
4,892
+797
| +19% | +$275K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $1.49M | Buy |
4,095
+676
| +20% | +$239K | ﹤0.01% | 1407 |
|
|
2024
Q4 | $1.24M | Buy |
3,419
+909
| +36% | +$340K | ﹤0.01% | 1482 |
|
|
2024
Q3 | $984K | Sell |
2,510
-26
| -1% | -$9.9K | ﹤0.01% | 1524 |
|
|
2024
Q2 | $966K | Buy |
2,536
+1,091
| +76% | +$412K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $574K | Buy |
1,445
+125
| +9% | +$46.9K | ﹤0.01% | 1754 |
|
|
2023
Q4 | $467K | Buy |
1,320
+350
| +36% | +$136K | ﹤0.01% | 1760 |
|
|
2023
Q3 | $361K | Sell |
970
-1
| -0.1% | -$363 | ﹤0.01% | 1789 |
|
|
2023
Q2 | $332K | Sell |
971
-39
| -4% | -$14.1K | ﹤0.01% | 1832 |
|
|
2023
Q1 | $362K | Buy |
1,010
+384
| +61% | +$138K | ﹤0.01% | 1678 |
|
|
2022
Q4 | $207K | Buy |
+626
| New | +$195K | ﹤0.01% | 2000 |
|
|
2022
Q2 | – | Sell |
-22
| Closed | -$7K | – | 2358 |
|
|
2022
Q1 | $7K | Buy |
+22
| New | +$6.32K | ﹤0.01% | 2217 |
|
|
2017
Q3 | – | Sell |
-306
| Closed | -$78K | – | 2384 |
|
|
2017
Q2 | $78K | Buy |
306
+24
| +9% | +$5.92K | ﹤0.01% | 2167 |
|
|
2017
Q1 | $66K | Sell |
282
-45
| -14% | -$10.3K | ﹤0.01% | 2264 |
|
|
2016
Q4 | $71K | Buy |
327
+72
| +28% | +$14.8K | ﹤0.01% | 2102 |
|
|
2016
Q3 | $48K | Buy |
255
+119
| +88% | +$22.4K | ﹤0.01% | 2392 |
|
|
2016
Q2 | $25K | Hold |
136
| – | – | ﹤0.01% | 2636 |
|
|
2016
Q1 | $27K | Sell |
136
-13
| -9% | -$2.4K | ﹤0.01% | 2536 |
|
|
2015
Q4 | $27K | Buy |
149
+13
| +10% | +$2.36K | ﹤0.01% | 2615 |
|
|
2015
Q3 | $24K | Buy |
+136
| New | +$24.6K | ﹤0.01% | 2582 |
|
|
2014
Q3 | – | Sell |
-150
| Closed | -$24K | – | 4029 |
|
|
2014
Q2 | $24K | Sell |
150
-90
| -38% | -$14.2K | ﹤0.01% | 2375 |
|
|
2014
Q1 | $37K | Buy |
+240
| New | +$35.5K | ﹤0.01% | 1989 |
|
Other funds holding EG
VVP
Creative Planning's EG Position: Q2 2026 in Review
Creative Planning increased its Everest Group (EG) stake by 38% in Q2 2026, buying an estimated $3.24M and bringing the position to 34,035 shares worth $12.2M. The position accounts for 0.01% of the portfolio, ranked #746.
Creative Planning first reported a position in EG in Q1 2014 and has held it in 26 quarters since. 689 funds tracked by Wall St. Rank hold EG as of Q2 2026.
- Creative Planning held 34,035 shares of Everest Group worth $12.2M as of Q2 2026.
- Creative Planning bought 9,456 Everest Group shares in Q2 2026, an estimated $3.24M.
- Everest Group made up 0.01% of Creative Planning's portfolio in Q2 2026, its #746 holding.
- Creative Planning first reported a position in Everest Group in Q1 2014 and has held it in 26 quarters since.
- 689 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.