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Creative Planning PLUS Position History
ePlus inc. • Technology
Quarters held
8
Latest value
$2.9M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17K |
| Q3 2025 | $1.3M |
| Q4 2025 | $2.8M |
| Q1 2026 | $2.6M |
| Q2 2026 | $78K |
| Q2 2026 | $2.8M |
| Q3 2026 | $88K |
| Q3 2026 | $2.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.9M | 32.4K | — | — |
| Q3 2026 | $88K | 978 | — | — |
| Q2 2026 | $2.8M | 33.2K | — | — |
| Q2 2026 | $78K | 939 | — | — |
| Q1 2026 | $2.6M | 34.7K | — | — |
| Q4 2025 | $2.8M | 31.7K | — | — |
| Q3 2025 | $1.3M | 18.4K | — | — |
| Q3 2025 | $17K | 242 | — | — |
Other funds holding PLUS
$258.4M
$246.9M
$224.5M
$197.5M
$172.6M
$159.8M
$146.3M
$100.4M