Back to ERII
Creative Planning ERII Position History
Energy Recovery, Inc. • Industrials
Quarters held
4
Latest value
$502K
Q3 2026
Peak value
$502K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $514 |
| Q2 2026 | $267K |
| Q3 2026 | $9K |
| Q3 2026 | $502K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $502K | 75.2K | — | — |
| Q3 2026 | $9K | 1.4K | — | — |
| Q2 2026 | $267K | 29.6K | — | — |
| Q2 2026 | $514 | 57 | — | — |
Other funds holding ERII
$28.2M
$27.9M
$27.9M
$26.3M
$18.9M