Cornerstone Planning Group’s Biote Corp BTMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501	Buy	+213	New	+$439	﹤0.01%	1696

Other funds holding BTMD

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

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

Cornerstone Planning Group opened a new position in Biote Corp (BTMD) in Q2 2026: 213 shares worth $501. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

12 funds tracked by Wall St. Rank hold BTMD as of Q2 2026.

Cornerstone Planning Group held 213 shares of Biote Corp worth $501 as of Q2 2026.
Biote Corp was a new Cornerstone Planning Group position in Q2 2026.
Biote Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1696 holding.
12 funds tracked by Wall St. Rank held Biote Corp as of Q2 2026.

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