Cornerstone Planning Group
AEG icon

Cornerstone Planning Group’s Aegon AEG Stock Holding History

Cornerstone Planning Group’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-550
Closed -$5.04K – 206
2026
Q2 		$5.04K Hold
550
– – ﹤0.01% 1080
2026
Q1 		$4.49K Hold
550
– – ﹤0.01% 1113
2025
Q4 		$4.27K Buy
550
+497
+938% +$3.8K ﹤0.01% 1026
2025
Q3 		$6.91K Sell
53
-497
-90% -$3.71K ﹤0.01% 865
2025
Q2 		$3.92K Buy
550
+491
+832% +$3.28K ﹤0.01% 782
2025
Q1 		$375 Sell
59
-236
-80% -$1.51K ﹤0.01% 1366
2024
Q4 		$1.95K Sell
295
-42
-12% -$263 ﹤0.01% 801
2024
Q3 		$2.15K Sell
337
-538
-61% -$3.33K ﹤0.01% 753
2024
Q2 		$5.12K Buy
875
+805
+1,150% +$5.08K ﹤0.01% 568
2024
Q1 		$444 Buy
+70
New +$407 ﹤0.01% 962

Other funds holding AEG

Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WA
Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return
OLIO Financial Planning
OLIO Financial Planning Mclean, Virginia $402M AUM 12.76% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Jackson Square Capital
Jackson Square Capital San Francisco, California $667M AUM 118.76% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Cornerstone Planning Group's AEG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Aegon (AEG) in Q3 2026, closing a stake of 550 shares — an estimated $5.04K sold.

Cornerstone Planning Group first reported a position in AEG in Q1 2024 and held it in 10 quarters. The position peaked at $6.91K in Q3 2025. 57 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Aegon position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 550 Aegon shares in Q3 2026, an estimated $5.04K.
  • Cornerstone Planning Group first reported a position in Aegon in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Aegon position peaked at $6.91K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.