Creative Planning’s Veren VRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,412
| Closed | -$102K | – | 3809 |
|
|
2025
Q1 | $102K | Sell |
15,412
-3,971
| -20% | -$22K | ﹤0.01% | 3252 |
|
|
2024
Q4 | $99.6K | Sell |
19,383
-33,790
| -64% | -$186K | ﹤0.01% | 3156 |
|
|
2024
Q3 | $327K | Sell |
53,173
-4,754
| -8% | -$34K | ﹤0.01% | 2453 |
|
|
2024
Q2 | $456K | Sell |
57,927
-2,134
| -4% | -$18K | ﹤0.01% | 2014 |
|
|
2024
Q1 | $492K | Buy |
60,061
+22,903
| +62% | +$160K | ﹤0.01% | 1863 |
|
|
2023
Q4 | $258K | Buy |
37,158
+3,551
| +11% | +$26.2K | ﹤0.01% | 2207 |
|
|
2023
Q3 | $279K | Buy |
33,607
+6,528
| +24% | +$52K | ﹤0.01% | 1996 |
|
|
2023
Q2 | $182K | Buy |
27,079
+10,424
| +63% | +$72.6K | ﹤0.01% | 2236 |
|
|
2023
Q1 | $118K | Buy |
16,655
+3,645
| +28% | +$25.3K | ﹤0.01% | 2226 |
|
|
2022
Q4 | $93K | Buy |
+13,010
| New | +$96.6K | ﹤0.01% | 2157 |
|
|
2022
Q3 | – | Sell |
-11,380
| Closed | -$81K | – | 2463 |
|
|
2022
Q2 | $81K | Buy |
+11,380
| New | +$89.3K | ﹤0.01% | 1997 |
|
|
2017
Q3 | – | Sell |
-8,006
| Closed | -$61K | – | 3781 |
|
|
2017
Q2 | $61K | Buy |
8,006
+2,719
| +51% | +$25.4K | ﹤0.01% | 2363 |
|
|
2017
Q1 | $57K | Buy |
5,287
+1,963
| +59% | +$22.8K | ﹤0.01% | 2387 |
|
|
2016
Q4 | $45K | Buy |
3,324
+1,719
| +107% | +$22K | ﹤0.01% | 2481 |
|
|
2016
Q3 | $21K | Sell |
1,605
-100
| -6% | -$1.49K | ﹤0.01% | 3041 |
|
|
2016
Q2 | $27K | Buy |
1,705
+100
| +6% | +$1.6K | ﹤0.01% | 2584 |
|
|
2016
Q1 | $22K | Sell |
1,605
-1,000
| -38% | -$11.6K | ﹤0.01% | 2701 |
|
|
2015
Q4 | $30K | Buy |
2,605
+1,000
| +62% | +$13.1K | ﹤0.01% | 2541 |
|
|
2015
Q3 | $18K | Buy |
+1,605
| New | +$22.5K | ﹤0.01% | 2819 |
|
|
2015
Q2 | – | Sell |
-1,654
| Closed | -$36K | – | 3090 |
|
|
2015
Q1 | $36K | Sell |
1,654
-39
| -2% | -$889 | ﹤0.01% | 2255 |
|
|
2014
Q4 | $37K | Sell |
1,693
-962
| -36% | -$26.2K | ﹤0.01% | 2199 |
|
|
2014
Q3 | $89K | Sell |
2,655
-30
| -1% | -$1.11K | ﹤0.01% | 1553 |
|
|
2014
Q2 | $109K | Hold |
2,685
| – | – | ﹤0.01% | 1383 |
|
|
2014
Q1 | $90K | Buy |
+2,685
| New | +$86.7K | ﹤0.01% | 1469 |
|
Other funds holding VRN
Creative Planning's VRN Position: Q2 2025 in Review
Creative Planning sold out of Veren (VRN) in Q2 2025, closing a stake of 15,412 shares — an estimated $102K sold.
Creative Planning first reported a position in VRN in Q1 2014 and held it in 24 quarters. The position peaked at $492K in Q1 2024. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.
- Creative Planning reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
- Creative Planning sold 15,412 Veren shares in Q2 2025, an estimated $102K.
- Creative Planning first reported a position in Veren in Q1 2014 and held it in 24 quarters.
- Creative Planning's Veren position peaked at $492K in Q1 2024.
- 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.
Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.