Creative Planning
GDOT icon

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
Q2 		$1.1M Sell
81,206
-44,584
-35% -$558K ﹤0.01% 2566
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 – 4744
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 – 1810
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

NSGL
No Street GP LP San Francisco, California $1.66B AUM 39.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's GDOT Position: Q2 2026 in Review

Creative Planning reduced its Green Dot (GDOT) stake by 35% in Q2 2026, selling an estimated $558K and leaving 81,206 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2566.

Creative Planning first reported a position in GDOT in Q4 2014 and has held it in 13 quarters since. The position peaked at $1.41M in Q1 2026. 161 funds tracked by Wall St. Rank hold GDOT as of Q2 2026.

  • Creative Planning held 81,206 shares of Green Dot worth $1.1M as of Q2 2026.
  • Creative Planning sold 44,584 Green Dot shares in Q2 2026, an estimated $558K.
  • Green Dot made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2566 holding.
  • Creative Planning first reported a position in Green Dot in Q4 2014 and has held it in 13 quarters since.
  • Creative Planning's Green Dot position peaked at $1.41M in Q1 2026.
  • 161 funds tracked by Wall St. Rank held Green Dot as of Q2 2026.

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