Creative Planning
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Creative Planning’s Genius Sports GENI Stock Holding History

Creative Planning’s Portfolio GENI Stock Details GENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
32,973
+16,542
+101% +$85.6K ﹤0.01% 3876
2026
Q1 		$72.8K Buy
+16,431
New +$117K ﹤0.01% 3954

Other funds holding GENI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return

Creative Planning's GENI Position: Q2 2026 in Review

Creative Planning increased its Genius Sports (GENI) stake by 101% in Q2 2026, buying an estimated $85.6K and bringing the position to 32,973 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #3876.

Creative Planning first reported a position in GENI in Q1 2026 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold GENI as of Q2 2026.

  • Creative Planning held 32,973 shares of Genius Sports worth $200K as of Q2 2026.
  • Creative Planning bought 16,542 Genius Sports shares in Q2 2026, an estimated $85.6K.
  • Genius Sports made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3876 holding.
  • Creative Planning first reported a position in Genius Sports in Q1 2026 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Genius Sports as of Q2 2026.

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