Creative Planning
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Creative Planning’s Global Industrial GIC Stock Holding History

Creative Planning’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
37,081
+1,114
+3% +$35.3K ﹤0.01% 2470
2026
Q1 		$1.13M Buy
35,967
+2,535
+8% +$79.7K ﹤0.01% 2358
2025
Q4 		$977K Sell
33,432
-2,766
-8% -$84.2K ﹤0.01% 2302
2025
Q3 		$1.33M Buy
36,198
+6,130
+20% +$206K ﹤0.01% 1863
2025
Q2 		$812K Sell
30,068
-1,821
-6% -$45.7K ﹤0.01% 2037
2025
Q1 		$714K Buy
+31,889
New +$762K ﹤0.01% 1989

Other funds holding GIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Creative Planning's GIC Position: Q2 2026 in Review

Creative Planning increased its Global Industrial (GIC) stake by 3.1% in Q2 2026, buying an estimated $35.3K and bringing the position to 37,081 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Creative Planning first reported a position in GIC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33M in Q3 2025. 163 funds tracked by Wall St. Rank hold GIC as of Q2 2026.

  • Creative Planning held 37,081 shares of Global Industrial worth $1.24M as of Q2 2026.
  • Creative Planning bought 1,114 Global Industrial shares in Q2 2026, an estimated $35.3K.
  • Global Industrial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2470 holding.
  • Creative Planning first reported a position in Global Industrial in Q1 2025 and has held it in 6 quarters since.
  • Creative Planning's Global Industrial position peaked at $1.33M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Global Industrial as of Q2 2026.

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