Creative Planning

Creative Planning’s Green Dot GDOT Stock Holding History

Creative Planning’s Portfolio GDOT Stock Details GDOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.41M	Buy	125,790 +39,206	+45%	+$464K	﹤0.01%	2184
2025 Q4	$1.11M	Buy	86,584 +43,090	+99%	+$535K	﹤0.01%	2197
2025 Q3	$584K	Buy	43,494 +16,838	+63%	+$208K	﹤0.01%	2576
2025 Q2	$287K	Buy	+26,656	New	+$241K	﹤0.01%	2932
2017 Q1	–	Sell	-1,900	Closed	-$45K	–	4745
2016 Q4	$45K	Sell	1,900 -55	-3%	-$1.29K	﹤0.01%	2473
2016 Q3	$45K	Buy	1,955 +55	+3%	+$1.29K	﹤0.01%	2439
2016 Q2	$44K	Hold	1,900	–	–	﹤0.01%	2218
2016 Q1	$44K	Sell	1,900 -500	-21%	-$9.71K	﹤0.01%	2190
2015 Q4	$39K	Buy	2,400 +1,700	+243%	+$29.1K	﹤0.01%	2320
2015 Q3	$12K	Buy	+700	New	+$13K	﹤0.01%	3073
2015 Q2	–	Sell	-700	Closed	-$11K	–	1811
2015 Q1	$11K	Buy	700 +300	+75%	+$5.13K	﹤0.01%	3130
2014 Q4	$8K	Buy	+400	New	+$8.7K	﹤0.01%	3228

Other funds holding GDOT

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schonfeld Strategic Advisors New York $12.3B AUM 37.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return