Cornerstone Planning Group’s Bio-Rad Laboratories Class A BIO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-8	Closed	-$2.45K	–	343
2026 Q2	$2.45K	Sell	8 -7	-47%	-$1.98K	﹤0.01%	1269
2026 Q1	$3.86K	Hold	15	–	–	﹤0.01%	1152
2025 Q4	$4.5K	Hold	15	–	–	﹤0.01%	1016
2025 Q3	$4.57K	Hold	15	–	–	﹤0.01%	976
2025 Q2	$4.08K	Sell	15 -15	-50%	-$3.55K	﹤0.01%	774
2025 Q1	$7.47K	Buy	30 +10	+50%	+$3.01K	﹤0.01%	634
2024 Q4	$7.18K	Sell	20 -1	-5%	-$339	﹤0.01%	501
2024 Q3	$6.96K	Sell	21 -7	-25%	-$2.22K	﹤0.01%	496
2024 Q2	$9.2K	Sell	28 -4	-13%	-$1.16K	﹤0.01%	458
2024 Q1	$8.96K	Buy	32 +6	+23%	+$1.97K	﹤0.01%	427
2023 Q4	$8.4K	Sell	26 -1	-4%	-$313	﹤0.01%	459
2023 Q3	$9.7K	Sell	27 -5	-16%	-$1.93K	﹤0.01%	429
2023 Q2	$12.1K	Buy	+32	New	+$13K	﹤0.01%	577
2022 Q4	$6.76K	Buy	+15	New	+$6.05K	﹤0.01%	765

Other funds holding BIO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2026, closing a stake of 8 shares — an estimated $2.45K sold.

Cornerstone Planning Group first reported a position in BIO in Q4 2022 and held it in 14 quarters. The position peaked at $12.1K in Q2 2023. 69 funds tracked by Wall St. Rank hold BIO as of Q3 2026.

Cornerstone Planning Group reported no remaining Bio-Rad Laboratories Class A position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 8 Bio-Rad Laboratories Class A shares in Q3 2026, an estimated $2.45K.
Cornerstone Planning Group first reported a position in Bio-Rad Laboratories Class A in Q4 2022 and held it in 14 quarters.
Cornerstone Planning Group's Bio-Rad Laboratories Class A position peaked at $12.1K in Q2 2023.
69 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2026.

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