Cornerstone Planning Group
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Cornerstone Planning Group’s Aspen Aerogels ASPN Stock Holding History

Cornerstone Planning Group’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-750
Closed -$3.98K – 281
2026
Q2 		$3.98K Hold
750
– – ﹤0.01% 1145
2026
Q1 		$3.1K Hold
750
– – ﹤0.01% 1208
2025
Q4 		$2.57K Buy
750
+675
+900% +$3.48K ﹤0.01% 1139
2025
Q3 		$565 Buy
+75
New +$529 ﹤0.01% 1450

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HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Aspen Aerogels (ASPN) in Q3 2026, closing a stake of 750 shares — an estimated $3.98K sold.

Cornerstone Planning Group first reported a position in ASPN in Q3 2025 and held it in 4 quarters. The position peaked at $3.98K in Q2 2026. 17 funds tracked by Wall St. Rank hold ASPN as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Aspen Aerogels position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 750 Aspen Aerogels shares in Q3 2026, an estimated $3.98K.
  • Cornerstone Planning Group first reported a position in Aspen Aerogels in Q3 2025 and held it in 4 quarters.
  • Cornerstone Planning Group's Aspen Aerogels position peaked at $3.98K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2026.

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