Creative Planning’s Revelyst, Inc. GEAR Stock Holding History

Creative Planning’s Portfolio GEAR Stock Details GEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-29,494	Closed	-$567K	–	3800
2024 Q4	$567K	Buy	+29,494	New	+$562K	﹤0.01%	2110

Other funds holding GEAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Creative Planning's GEAR Position: Q1 2025 in Review

Creative Planning sold out of Revelyst, Inc. (GEAR) in Q1 2025, closing a stake of 29,494 shares — an estimated $567K sold.

Creative Planning first reported a position in GEAR in Q4 2024 and held it in 1 quarter. The position peaked at $567K in Q4 2024. 2 funds tracked by Wall St. Rank hold GEAR as of Q1 2025.

Creative Planning reported no remaining Revelyst, Inc. position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 29,494 Revelyst, Inc. shares in Q1 2025, an estimated $567K.
Creative Planning first reported a position in Revelyst, Inc. in Q4 2024 and held it in 1 quarter.
Creative Planning's Revelyst, Inc. position peaked at $567K in Q4 2024.
2 funds tracked by Wall St. Rank held Revelyst, Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.