CPG
BTC

Cornerstone Planning Group’s Grayscale Bitcoin Mini Trust ETF BTC Stock Holding History

Cornerstone Planning Group’s Portfolio BTC Stock Details BTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.6K Buy
3,280
+2,322
+242% +$73.7K 0.01% 257
2026
Q1 		$34.6K Buy
958
+798
+499% +$27K ﹤0.01% 500
2025
Q4 		$6.3K Hold
160
– – ﹤0.01% 917
2025
Q3 		$7.54K Hold
160
– – ﹤0.01% 842
2025
Q2 		$8.05K Sell
160
-85
-35% -$3.71K ﹤0.01% 609
2025
Q1 		$10.2K Hold
245
– – ﹤0.01% 564
2024
Q4 		$11K Sell
245
-9
-4% -$331 ﹤0.01% 411
2024
Q3 		$8.18K Buy
+254
New +$6.77K ﹤0.01% 459

Other funds holding BTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
B
Bullish George Town $178M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EU
Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
SDH
Sloy Dahl & Holst Vancouver, Washington $811M AUM 19.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Cornerstone Planning Group's BTC Position: Q2 2026 in Review

Cornerstone Planning Group increased its Grayscale Bitcoin Mini Trust ETF (BTC) stake by 242% in Q2 2026, buying an estimated $73.7K and bringing the position to 3,280 shares worth $95.6K. The position accounts for 0.01% of the portfolio, ranked #257.

Cornerstone Planning Group first reported a position in BTC in Q3 2024 and has held it in 8 quarters since. 461 funds tracked by Wall St. Rank hold BTC as of Q2 2026.

  • Cornerstone Planning Group held 3,280 shares of Grayscale Bitcoin Mini Trust ETF worth $95.6K as of Q2 2026.
  • Cornerstone Planning Group bought 2,322 Grayscale Bitcoin Mini Trust ETF shares in Q2 2026, an estimated $73.7K.
  • Grayscale Bitcoin Mini Trust ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #257 holding.
  • Cornerstone Planning Group first reported a position in Grayscale Bitcoin Mini Trust ETF in Q3 2024 and has held it in 8 quarters since.
  • 461 funds tracked by Wall St. Rank held Grayscale Bitcoin Mini Trust ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.