Cornerstone Planning Group’s BGC Group BGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-21	Closed	-$242	–	336
2026 Q2	$242	Hold	21	–	–	﹤0.01%	1790
2026 Q1	$234	Buy	+21	New	+$195	﹤0.01%	1761
2025 Q2	–	Sell	-876	Closed	-$7.66K	–	1545
2025 Q1	$7.66K	Buy	876 +2	+0.2%	+$19	﹤0.01%	632
2024 Q4	$8.24K	Buy	874 +2	+0.2%	+$19	﹤0.01%	470
2024 Q3	$8.24K	Buy	872 +1	+0.1%	+$9	﹤0.01%	456
2024 Q2	$7.31K	Buy	871 +2	+0.2%	+$16	﹤0.01%	500
2024 Q1	$7.14K	Buy	869 +2	+0.2%	+$15	﹤0.01%	463
2023 Q4	$6.26K	Buy	867 +1	+0.1%	+$6	﹤0.01%	499
2023 Q3	$4.57K	Hold	866	–	–	﹤0.01%	540
2023 Q2	$3.84K	Buy	+866	New	+$3.84K	﹤0.01%	987
2022 Q4	$3.52K	Buy	+862	New	+$3.4K	﹤0.01%	1044

Other funds holding BGC

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

CWC Advisors Lake Oswego, Oregon $215M AUM 18.92% 1-Year Est. Return

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

Cornerstone Planning Group sold out of BGC Group (BGC) in Q3 2026, closing a stake of 21 shares — an estimated $242 sold.

Cornerstone Planning Group first reported a position in BGC in Q4 2022 and held it in 11 quarters. The position peaked at $8.24K in Q4 2024. 50 funds tracked by Wall St. Rank hold BGC as of Q3 2026.

Cornerstone Planning Group reported no remaining BGC Group position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 21 BGC Group shares in Q3 2026, an estimated $242.
Cornerstone Planning Group first reported a position in BGC Group in Q4 2022 and held it in 11 quarters.
Cornerstone Planning Group's BGC Group position peaked at $8.24K in Q4 2024.
50 funds tracked by Wall St. Rank held BGC Group as of Q3 2026.

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