Cornerstone Planning Group’s AmpliTech AMPG Stock Holding History

Cornerstone Planning Group’s Portfolio AMPG Stock Details AMPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-3,800	Closed	-$24.6K	–	248
2026 Q2	$24.6K	Hold	3,800	–	–	﹤0.01%	600
2026 Q1	$8.63K	Hold	3,800	–	–	﹤0.01%	938
2025 Q4	$12.6K	Hold	3,800	–	–	﹤0.01%	730
2025 Q3	$13.4K	Hold	3,800	–	–	﹤0.01%	690
2025 Q2	$11.2K	Hold	3,800	–	–	﹤0.01%	531
2025 Q1	$6.61K	Hold	3,800	–	–	﹤0.01%	658
2024 Q4	$6.69K	Hold	3,800	–	–	﹤0.01%	522
2024 Q3	$4.03K	Hold	3,800	–	–	﹤0.01%	614
2024 Q2	$3.76K	Hold	3,800	–	–	﹤0.01%	632
2024 Q1	$8.59K	Hold	3,800	–	–	﹤0.01%	435
2023 Q4	$7.14K	Buy	3,800 +150	+4%	+$265	﹤0.01%	482
2023 Q3	$7.37K	Hold	3,650	–	–	﹤0.01%	479
2023 Q2	$8.43K	Buy	+3,650	New	+$10K	﹤0.01%	733
2022 Q4	$8.11K	Buy	+3,450	New	+$7.61K	﹤0.01%	706

Other funds holding AMPG

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cornerstone Planning Group sold out of AmpliTech (AMPG) in Q3 2026, closing a stake of 3,800 shares — an estimated $24.6K sold.

Cornerstone Planning Group first reported a position in AMPG in Q4 2022 and held it in 14 quarters. The position peaked at $24.6K in Q2 2026. 5 funds tracked by Wall St. Rank hold AMPG as of Q3 2026.

Cornerstone Planning Group reported no remaining AmpliTech position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 3,800 AmpliTech shares in Q3 2026, an estimated $24.6K.
Cornerstone Planning Group first reported a position in AmpliTech in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's AmpliTech position peaked at $24.6K in Q2 2026.
5 funds tracked by Wall St. Rank held AmpliTech as of Q3 2026.

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