Creative Planning

Creative Planning’s GMS Inc GMS Stock Holding History

Creative Planning’s Portfolio GMS Stock Details GMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.75M	Buy
2025 Q1	$1.01M	Buy
2024 Q4	$649K	Buy
2024 Q3	$628K	Buy
2024 Q2	$461K	Buy
2024 Q1	$493K	Buy
2023 Q4	$381K	Buy
2023 Q3	$267K	Sell
2023 Q2	$309K	Buy
2023 Q1	$207K	Buy