Back to GSHD
Creative Planning GSHD Position History
Goosehead Insurance, Inc. • Insurance
Quarters held
6
Latest value
$1.3M
Q3 2026
Peak value
$1.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $920K |
| Q1 2026 | $453K |
| Q2 2026 | $39K |
| Q2 2026 | $1.1M |
| Q3 2026 | $37K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 29.3K | — | — |
| Q3 2026 | $37K | 825 | — | — |
| Q2 2026 | $1.1M | 23.4K | — | — |
| Q2 2026 | $39K | 799 | — | — |
| Q1 2026 | $453K | 10.6K | — | — |
| Q4 2025 | $920K | 12.5K | — | — |
Other funds holding GSHD
$164.9M
$156.1M
$127.6M
$110.3M
$97.8M
$91.8M
$46.2M