Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CRGE holding history
Charge Enterprises, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CRGE overviewAll 13F holders of CRGEFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −12,915−100.0% | Sold out | Holders |
| Q4 2023 | 12,915 | $1.47K | <0.1% | −1,250−8.8% | Reduced | Holders |
| Q3 2023 | 14,165 | $7.04K | <0.1% | −31,665−69.1% | Reduced | Holders |
| Q2 2023 | 45,830 | $44.9K | <0.1% | −6,608−12.6% | Reduced | Holders |
| Q1 2023 | 52,438 | $57.7K | <0.1% | +3,758+7.7% | Added | Holders |
| Q4 2022 | 48,680 | $60.4K | <0.1% | −2,000−3.9% | Reduced | Holders |
| Q3 2022 | 50,680 | $89.0K | <0.1% | −20,000−28.3% | Reduced | Holders |
| Q2 2022 | 70,680 | $337.0K | <0.1% | +8,000+12.8% | Added | Holders |
| Q1 2022 | 62,680 | $308.0K | <0.1% | +62,680 | New | Holders |