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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PCG holding history

PG&E Corp 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.

PCG overviewAll 13F holders of PCGFull Q2 2026 holdings

Shares (Q2 2026)
1,719,188
Value
$28.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PCG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,719,188$28.9M<0.1%+409,912+31.3%AddedHolders
Q1 20261,309,276$23.0M<0.1%+403,192+44.5%AddedHolders
Q4 2025906,084$14.6M<0.1%+415,389+84.7%AddedHolders
Q3 2025490,695$7.40M<0.1%+339,596+224.8%AddedHolders
Q2 2025151,099$2.11M<0.1%−42,143−21.8%ReducedHolders
Q1 2025193,242$3.32M<0.1%+33,172+20.7%AddedHolders
Q4 2024160,070$3.23M<0.1%+23,706+17.4%AddedHolders
Q3 2024136,364$2.70M<0.1%+25,006+22.5%AddedHolders
Q2 2024111,358$1.94M<0.1%+31,573+39.6%AddedHolders
Q1 202479,785$1.34M<0.1%+2,707+3.5%AddedHolders
Q4 202377,078$1.39M<0.1%+14,576+23.3%AddedHolders
Q3 202362,502$1.01M<0.1%−3,316−5.0%ReducedHolders
Q2 202365,818$1.14M<0.1%+2,492+3.9%AddedHolders
Q1 202363,326$1.02M<0.1%+7,842+14.1%AddedHolders
Q4 202255,484$902.2K<0.1%+16,171+41.1%AddedHolders
Q3 202239,313$491.0K<0.1%−2,035−4.9%ReducedHolders
Q2 202241,348$413.0K<0.1%+15,152+57.8%AddedHolders
Q1 202226,196$313.0K<0.1%−3,089−10.5%ReducedHolders
Q4 202129,285$356.0K<0.1%−2,316−7.3%ReducedHolders
Q3 202131,601$303.0K<0.1%−10,173−24.4%ReducedHolders
Q2 202141,774$425.0K<0.1%+19,298+85.9%AddedHolders
Q1 202122,476$263.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.