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Creative Planning ZEOWW Position History
Zeo Energy Corp. • Energy
Quarters held
5
Latest value
$6K
Q3 2026
Peak value
$23K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23K |
| Q4 2025 | $19K |
| Q1 2026 | $10K |
| Q2 2026 | $11K |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 17.1K | — | — |
| Q2 2026 | $11K | 17.1K | — | — |
| Q1 2026 | $10K | 17.3K | — | — |
| Q4 2025 | $19K | 17.3K | — | — |
| Q3 2025 | $23K | 17.3K | — | — |