Creative Planning
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Creative Planning’s Gran Tierra Energy GTE Stock Holding History

Creative Planning’s Portfolio GTE Stock Details GTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-24,477
Closed -$117K – 3958
2025
Q2 		$117K Buy
+24,477
New +$116K ﹤0.01% 3392
2017
Q3 		– Sell
-200
Closed -$4K – 2649
2017
Q2 		$4K Hold
200
– – ﹤0.01% 4094
2017
Q1 		$5K Sell
200
-40
-17% -$1.05K ﹤0.01% 3953
2016
Q4 		$7K Hold
240
– – ﹤0.01% 3765
2016
Q3 		$7K Hold
240
– – ﹤0.01% 3723
2016
Q2 		$8K Buy
240
+40
+20% +$1.16K ﹤0.01% 3382
2016
Q1 		$5K Hold
200
– – ﹤0.01% 3581
2015
Q4 		$4K Hold
200
– – ﹤0.01% 3783
2015
Q3 		$4K Buy
+200
New +$4.65K ﹤0.01% 3710
2015
Q2 		– Sell
-100
Closed -$3K – 1862
2015
Q1 		$3K Sell
100
-100
-50% -$2.71K ﹤0.01% 3744
2014
Q4 		$8K Buy
200
+100
+100% +$4.32K ﹤0.01% 3230
2014
Q3 		$6K Hold
100
– – ﹤0.01% 3194
2014
Q2 		$8K Buy
+100
New +$7.36K ﹤0.01% 2987
2014
Q1 		– Sell
-100
Closed -$7K – 3683
2013
Q4 		$7K Buy
+100
New +$7.31K ﹤0.01% 2716

Other funds holding GTE

EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $192M AUM 105.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Creative Planning's GTE Position: Q3 2025 in Review

Creative Planning sold out of Gran Tierra Energy (GTE) in Q3 2025, closing a stake of 24,477 shares — an estimated $117K sold.

Creative Planning first reported a position in GTE in Q4 2013 and held it in 14 quarters. The position peaked at $117K in Q2 2025. 62 funds tracked by Wall St. Rank hold GTE as of Q3 2025.

  • Creative Planning reported no remaining Gran Tierra Energy position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 24,477 Gran Tierra Energy shares in Q3 2025, an estimated $117K.
  • Creative Planning first reported a position in Gran Tierra Energy in Q4 2013 and held it in 14 quarters.
  • Creative Planning's Gran Tierra Energy position peaked at $117K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Gran Tierra Energy as of Q3 2025.

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