Cornerstone Planning Group
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Cornerstone Planning Group’s Cogent Biosciences COGT Stock Holding History

Cornerstone Planning Group’s Portfolio COGT Stock Details COGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-100
Closed -$3.95K – 465
2026
Q2 		$3.95K Hold
100
– – ﹤0.01% 1150
2026
Q1 		$3.7K Hold
100
– – ﹤0.01% 1166
2025
Q4 		$3.84K Hold
100
– – ﹤0.01% 1044
2025
Q3 		$1.62K Hold
100
– – ﹤0.01% 1209
2025
Q2 		$1.14K Hold
100
– – ﹤0.01% 1084
2025
Q1 		$447 Hold
100
– – ﹤0.01% 1332
2024
Q4 		$847 Hold
100
– – ﹤0.01% 995
2024
Q3 		$1.2K Buy
+100
New +$974 ﹤0.01% 898

Other funds holding COGT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Cogent Biosciences (COGT) in Q3 2026, closing a stake of 100 shares — an estimated $3.95K sold.

Cornerstone Planning Group first reported a position in COGT in Q3 2024 and held it in 8 quarters. The position peaked at $3.95K in Q2 2026. 29 funds tracked by Wall St. Rank hold COGT as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Cogent Biosciences position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 100 Cogent Biosciences shares in Q3 2026, an estimated $3.95K.
  • Cornerstone Planning Group first reported a position in Cogent Biosciences in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's Cogent Biosciences position peaked at $3.95K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Cogent Biosciences as of Q3 2026.

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