Creative Planning
GO icon

Creative Planning’s Grocery Outlet GO Stock Holding History

Creative Planning’s Portfolio GO Stock Details GO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$245K Buy
34,781
+11,564
+50% +$100K ﹤0.01% 3589
2025
Q4 		$234K Sell
23,217
-20,808
-47% -$262K ﹤0.01% 3429
2025
Q3 		$707K Buy
44,025
+27,921
+173% +$446K ﹤0.01% 2423
2025
Q2 		$200K Buy
16,104
+3,263
+25% +$46.4K ﹤0.01% 3220
2025
Q1 		$180K Sell
12,841
-643
-5% -$9.51K ﹤0.01% 3112
2024
Q4 		$210K Buy
13,484
+2,206
+20% +$38.4K ﹤0.01% 2939
2024
Q3 		$198K Buy
+11,278
New +$213K ﹤0.01% 2843

Other funds holding GO

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.4B AUM 24.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return