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 Q3	–	Sell	-16,068	Closed	-$1.75M	–	3954
2025 Q2	$1.75M	Buy	16,068 +2,208	+16%	+$171K	﹤0.01%	1425
2025 Q1	$1.01M	Buy	13,860 +6,207	+81%	+$495K	﹤0.01%	1704
2024 Q4	$649K	Buy	7,653 +714	+10%	+$67.1K	﹤0.01%	1989
2024 Q3	$628K	Buy	6,939 +1,218	+21%	+$108K	﹤0.01%	1908
2024 Q2	$461K	Buy	5,721 +653	+13%	+$60.2K	﹤0.01%	2005
2024 Q1	$493K	Buy	5,068 +447	+10%	+$39.1K	﹤0.01%	1859
2023 Q4	$381K	Buy	4,621 +442	+11%	+$29.6K	﹤0.01%	1911
2023 Q3	$267K	Sell	4,179 -284	-6%	-$19.7K	﹤0.01%	2033
2023 Q2	$309K	Buy	4,463 +881	+25%	+$54.5K	﹤0.01%	1892
2023 Q1	$207K	Buy	+3,582	New	+$203K	﹤0.01%	2107

Other funds holding GMS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's GMS Position: Q3 2025 in Review

Creative Planning sold out of GMS Inc (GMS) in Q3 2025, closing a stake of 16,068 shares — an estimated $1.75M sold.

Creative Planning first reported a position in GMS in Q1 2023 and held it in 10 quarters. The position peaked at $1.75M in Q2 2025. 3 funds tracked by Wall St. Rank hold GMS as of Q3 2025.

Creative Planning reported no remaining GMS Inc position as of Q3 2025 after selling out during the quarter.
Creative Planning sold 16,068 GMS Inc shares in Q3 2025, an estimated $1.75M.
Creative Planning first reported a position in GMS Inc in Q1 2023 and held it in 10 quarters.
Creative Planning's GMS Inc position peaked at $1.75M in Q2 2025.
3 funds tracked by Wall St. Rank held GMS Inc as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.