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ZEOZEO
4 quarters

Position history for Creative PlanningCreative Planning's holdings in ZEO ENERGY CORP

Creative Planning holds 17,107 shares of ZEO (ZEO ENERGY CORP), worth $11,297 as of 2026-Q2. The position was decreased (-1.0% shares).

Current Value

$11,297

Current Shares

17,107

Total Value Change

-$12,028

Total Shares Change

-171

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
17,107
-1.0%
$11,2970.0%$0.66
0
2026-Q1
Unchanged
17,278
0.0%
$9,9180.0%$1.13
0
2025-Q4
Unchanged
17,278
0.0%
$18,8330.0%$0.92
0
2025-Q3
New
17,278
-
$23,3250.0%$1.42
29

Other major holders of ZEO: VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, VANGUARD CAPITAL MANAGEMENT LLC

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