Creative Planning
HYLN icon

Creative Planning’s Hyliion Holdings HYLN Stock Holding History

Creative Planning’s Portfolio HYLN Stock Details HYLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.1K Buy
43,218
+16,637
+63% +$33.5K ﹤0.01% 3945
2025
Q4 		$48.9K Buy
26,581
+12,696
+91% +$25.6K ﹤0.01% 3803
2025
Q3 		$27.4K Buy
+13,885
New +$23.1K ﹤0.01% 3800
2025
Q1 		– Sell
-21,117
Closed -$55.1K – 3587
2024
Q4 		$55.1K Buy
21,117
+9,313
+79% +$25.9K ﹤0.01% 3237
2024
Q3 		$29.3K Buy
+11,804
New +$23.8K ﹤0.01% 3128
2023
Q4 		– Sell
-100
Closed -$118 – 2910
2023
Q3 		$118 Buy
+100
New +$150 ﹤0.01% 2877
2022
Q2 		– Sell
-100
Closed – – 2399
2022
Q1 		$0 Buy
+100
New +$442 ﹤0.01% 2390
2021
Q2 		– Sell
-25,529
Closed -$272K – 2303
2021
Q1 		$272K Sell
25,529
-10,811
-30% -$169K ﹤0.01% 1855
2020
Q4 		$599K Buy
+36,340
New +$827K ﹤0.01% 1207

Other funds holding HYLN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return