Genes shares owned by Creative Planning
Historical chart of Creative Planning investment in Genes
Tip: Access up to 7 years of quarterly data
All positions including Genes held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Genes by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $34k | 792 | 42.75 |
| 2017-06-30 | $3.0k | 100 | 30.00 |
| 2017-03-31 | $6.0k | 100 | 60.00 |
| 2016-12-31 | $6.0k | 100 | 60.00 |
| 2016-09-30 | $5.0k | 100 | 50.00 |
| 2016-06-30 | $6.0k | 100 | 60.00 |
| 2016-03-31 | $7.0k | 100 | 70.00 |
| 2015-12-31 | $6.0k | 100 | 60.00 |
| 2015-09-30 | $6.0k | 100 | 60.00 |
| 2015-03-31 | $7.0k | 100 | 70.00 |
| 2014-12-31 | $8.0k | 100 | 80.00 |
| 2014-09-30 | $7.0k | 100 | 70.00 |
| 2014-06-30 | $8.0k | 100 | 80.00 |
| 2014-03-31 | $7.0k | 100 | 70.00 |
| 2013-12-31 | $7.0k | 100 | 70.00 |
| 2013-09-30 | $13k | 192 | 67.71 |
| 2013-06-30 | $13k | 192 | 67.71 |
| 2012-12-31 | $11k | 192 | 57.29 |
| 2012-09-30 | $26k | 392 | 66.33 |
| 2012-06-30 | $6.0k | 100 | 60.00 |