Creative Planning
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Creative Planning’s American Express Global Business Travel GBTG Stock Holding History

Creative Planning’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$780K Buy
83,092
+11,683
+16% +$94.7K ﹤0.01% 2854
2026
Q1 		$398K Buy
71,409
+47,513
+199% +$295K ﹤0.01% 3200
2025
Q4 		$183K Buy
23,896
+4,543
+23% +$35.2K ﹤0.01% 3583
2025
Q3 		$156K Buy
19,353
+8,746
+82% +$64.8K ﹤0.01% 3571
2025
Q2 		$66.8K Buy
+10,607
New +$68.1K ﹤0.01% 3488

Other funds holding GBTG

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning's GBTG Position: Q2 2026 in Review

Creative Planning increased its American Express Global Business Travel (GBTG) stake by 16% in Q2 2026, buying an estimated $94.7K and bringing the position to 83,092 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

Creative Planning first reported a position in GBTG in Q2 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold GBTG as of Q2 2026.

  • Creative Planning held 83,092 shares of American Express Global Business Travel worth $780K as of Q2 2026.
  • Creative Planning bought 11,683 American Express Global Business Travel shares in Q2 2026, an estimated $94.7K.
  • American Express Global Business Travel made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2854 holding.
  • Creative Planning first reported a position in American Express Global Business Travel in Q2 2025 and has held it in 5 quarters since.
  • 192 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.