Grail shares owned by Creative Planning
Historical chart of Creative Planning investment in Grail
Tip: Access up to 7 years of quarterly data
All positions including Grail held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Grail by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $622k | 11k | 59.13 |
| 2025-06-30 | $725k | 14k | 51.42 |
| 2024-12-31 | $1.7k | 93 | 17.85 |