Creative Planning
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Creative Planning’s GFL Environmental GFL Stock Holding History

Creative Planning’s Portfolio GFL Stock Details GFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
34,501
+2
+0% +$86 ﹤0.01% 2167
2025
Q4 		$1.48M Buy
34,499
+3,550
+11% +$159K ﹤0.01% 1964
2025
Q3 		$1.47M Sell
30,949
-246
-0.8% -$11.9K ﹤0.01% 1783
2025
Q2 		$1.57M Buy
31,195
+2,152
+7% +$106K ﹤0.01% 1505
2025
Q1 		$1.4M Buy
29,043
+4,335
+18% +$197K ﹤0.01% 1446
2024
Q4 		$1.1M Buy
24,708
+5,541
+29% +$241K ﹤0.01% 1577
2024
Q3 		$764K Buy
19,167
+4,233
+28% +$169K ﹤0.01% 1739
2024
Q2 		$581K Buy
14,934
+8,309
+125% +$285K ﹤0.01% 1830
2024
Q1 		$229K Buy
+6,625
New +$229K ﹤0.01% 2475
2021
Q2 		– Sell
-8,000
Closed -$280K – 2270
2021
Q1 		$280K Buy
+8,000
New +$247K ﹤0.01% 1836

Other funds holding GFL

BP
BC Partners New York $5.96B AUM 15.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.43B AUM 7.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return