Creative Planning’s Guess, Inc. GES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
23,047
-4,062
| -15% | -$49.1K | ﹤0.01% | 2950 |
|
|
2025
Q1 | $300K | Buy |
+27,109
| New | +$300K | ﹤0.01% | 2742 |
|
|
2017
Q3 | – | Sell |
-268
| Closed | -$3K | – | 2532 |
|
|
2017
Q2 | $3K | Buy |
+268
| New | +$3K | ﹤0.01% | 4106 |
|
|
2017
Q1 | – | Sell |
-588
| Closed | -$7K | – | 4564 |
|
|
2016
Q4 | $7K | Buy |
588
+499
| +561% | +$5.94K | ﹤0.01% | 3693 |
|
|
2016
Q3 | $1K | Sell |
89
-111
| -56% | -$1.25K | ﹤0.01% | 4219 |
|
|
2016
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 3786 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$9K | – | 4263 |
|
|
2015
Q4 | $9K | Buy |
500
+100
| +25% | +$1.8K | ﹤0.01% | 3303 |
|
|
2015
Q3 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 3228 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$4K | – | 1744 |
|
|
2015
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 3555 |
|
|
2014
Q4 | $4K | Sell |
200
-141
| -41% | -$2.82K | ﹤0.01% | 3510 |
|
|
2014
Q3 | $7K | Buy |
341
+234
| +219% | +$4.8K | ﹤0.01% | 3079 |
|
|
2014
Q2 | $3K | Buy |
107
+7
| +7% | +$196 | ﹤0.01% | 3301 |
|
|
2014
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3172 |
|
|
2013
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2997 |
|
|
2013
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2879 |
|