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Creative Planning GO Position History
Grocery Outlet Holding Corp. • Consumer Defensive
Quarters held
8
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $700K |
| Q3 2025 | $6K |
| Q4 2025 | $234K |
| Q1 2026 | $245K |
| Q2 2026 | $61K |
| Q2 2026 | $1.9M |
| Q3 2026 | $69K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 195.1K | — | — |
| Q3 2026 | $69K | 6.2K | — | — |
| Q2 2026 | $1.9M | 185.9K | — | — |
| Q2 2026 | $61K | 6.1K | — | — |
| Q1 2026 | $245K | 34.8K | — | — |
| Q4 2025 | $234K | 23.2K | — | — |
| Q3 2025 | $6K | 390 | — | — |
| Q3 2025 | $700K | 43.6K | — | — |
Other funds holding GO
$196.9M
$75.2M
$64.6M
$60.2M
$55.2M
$50.3M