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Creative Planning GHM Position History
Graham Corporation
Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35K |
| Q3 2025 | $808K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.5M |
| Q2 2026 | $97K |
| Q2 2026 | $2.5M |
| Q3 2026 | $68K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 19.1K | — | — |
| Q3 2026 | $68K | 785 | — | — |
| Q2 2026 | $2.5M | 20.0K | — | — |
| Q2 2026 | $97K | 785 | — | — |
| Q1 2026 | $1.5M | 19.4K | — | — |
| Q4 2025 | $1.1M | 17.1K | — | — |
| Q3 2025 | $808K | 14.7K | — | — |
| Q3 2025 | $35K | 640 | — | — |