Creative Planning
GIB icon

Creative Planning’s CGI GIB Stock Holding History

Creative Planning’s Portfolio GIB Stock Details GIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.3M Buy
128,508
+73,708
+135% +$5.03M ﹤0.01% 1023
2026
Q1 		$4.01M Sell
54,800
-3,897
-7% -$311K ﹤0.01% 1360
2025
Q4 		$5.42M Buy
58,697
+37,071
+171% +$3.31M ﹤0.01% 948
2025
Q3 		$1.93M Sell
21,626
-2,183
-9% -$211K ﹤0.01% 1574
2025
Q2 		$2.5M Buy
23,809
+4,846
+26% +$511K ﹤0.01% 1161
2025
Q1 		$1.89M Sell
18,963
-4,409
-19% -$483K ﹤0.01% 1204
2024
Q4 		$2.56M Sell
23,372
-1,807
-7% -$203K ﹤0.01% 984
2024
Q3 		$2.89M Buy
25,179
+3,490
+16% +$381K ﹤0.01% 879
2024
Q2 		$2.16M Sell
21,689
-2,155
-9% -$222K ﹤0.01% 950
2024
Q1 		$2.63M Buy
23,844
+2,484
+12% +$278K ﹤0.01% 856
2023
Q4 		$2.29M Buy
21,360
+316
+2% +$32K ﹤0.01% 870
2023
Q3 		$2.07M Buy
21,044
+1,451
+7% +$148K ﹤0.01% 836
2023
Q2 		$2.07M Buy
19,593
+3,199
+20% +$326K ﹤0.01% 798
2023
Q1 		$1.58M Buy
16,394
+1,342
+9% +$121K ﹤0.01% 880
2022
Q4 		$1.3M Buy
15,052
+2,276
+18% +$188K ﹤0.01% 915
2022
Q3 		$961K Buy
12,776
+1,014
+9% +$82.7K ﹤0.01% 986
2022
Q2 		$937K Sell
11,762
-562
-5% -$45.4K ﹤0.01% 1003
2022
Q1 		$984K Sell
12,324
-412
-3% -$34.3K ﹤0.01% 993
2021
Q4 		$1.13M Sell
12,736
-1,456
-10% -$128K ﹤0.01% 902
2021
Q3 		$1.2M Sell
14,192
-757
-5% -$68.1K ﹤0.01% 866
2021
Q2 		$1.35M Sell
14,949
-6,420
-30% -$569K ﹤0.01% 811
2021
Q1 		$1.78M Sell
21,369
-5,439
-20% -$431K ﹤0.01% 777
2020
Q4 		$2.13M Buy
26,808
+18,533
+224% +$1.32M ﹤0.01% 650
2020
Q3 		$561K Buy
8,275
+1,893
+30% +$129K ﹤0.01% 1078
2020
Q2 		$402K Buy
6,382
+56
+0.9% +$3.49K ﹤0.01% 1149
2020
Q1 		$344K Sell
6,326
-112
-2% -$8.12K ﹤0.01% 1122
2019
Q4 		$539K Buy
6,438
+2,011
+45% +$162K ﹤0.01% 1073
2019
Q3 		$350K Sell
4,427
-18
-0.4% -$1.4K ﹤0.01% 1270
2019
Q2 		$341K Sell
4,445
-18,978
-81% -$1.38M ﹤0.01% 1294
2019
Q1 		$1.61M Buy
23,423
+39
+0.2% +$2.58K 0.01% 544
2018
Q4 		$1.43M Hold
23,384
– – 0.01% 521
2018
Q3 		$1.51M Buy
23,384
+946
+4% +$61.4K 0.01% 570
2018
Q2 		$1.42M Sell
22,438
-39
-0.2% -$2.35K 0.01% 573
2018
Q1 		$1.3M Sell
22,477
-68
-0.3% -$3.86K 0.01% 599
2017
Q4 		$1.23M Hold
22,545
– – 0.01% 627
2017
Q3 		$1.17M Buy
22,545
+68
+0.3% +$3.49K 0.01% 644
2017
Q2 		$1.15M Sell
22,477
-98
-0.4% -$4.79K 0.01% 620
2017
Q1 		$1.08M Hold
22,575
– – 0.01% 636
2016
Q4 		$1.08M Hold
22,575
– – 0.01% 593
2016
Q3 		$1.07M Buy
22,575
+379
+2% +$17.9K 0.01% 570
2016
Q2 		$948K Sell
22,196
-53
-0.2% -$2.45K 0.01% 539
2016
Q1 		$1.06M Buy
22,249
+53
+0.2% +$2.22K 0.01% 483
2015
Q4 		$889K Sell
22,196
-200
-0.9% -$7.96K 0.01% 538
2015
Q3 		$811K Buy
+22,396
New +$840K 0.01% 545
2015
Q2 		– Sell
-95
Closed -$4K – 1825
2015
Q1 		$4K Buy
+95
New +$3.89K ﹤0.01% 3629
2013
Q3 		– Sell
-540
Closed -$16K – 3261
2013
Q2 		$16K Buy
+540
New +$15.8K ﹤0.01% 2053

Other funds holding GIB

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Creative Planning's GIB Position: Q2 2026 in Review

Creative Planning increased its CGI (GIB) stake by 135% in Q2 2026, buying an estimated $5.03M and bringing the position to 128,508 shares worth $8.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Creative Planning first reported a position in GIB in Q2 2013 and has held it in 46 quarters since. 327 funds tracked by Wall St. Rank hold GIB as of Q2 2026.

  • Creative Planning held 128,508 shares of CGI worth $8.3M as of Q2 2026.
  • Creative Planning bought 73,708 CGI shares in Q2 2026, an estimated $5.03M.
  • CGI made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1023 holding.
  • Creative Planning first reported a position in CGI in Q2 2013 and has held it in 46 quarters since.
  • 327 funds tracked by Wall St. Rank held CGI as of Q2 2026.

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