Cornerstone Planning Group
CORZZ icon

Cornerstone Planning Group’s Core Scientific Inc Tranche 2 Warrants CORZZ Stock Holding History

Cornerstone Planning Group’s Portfolio CORZZ Stock Details CORZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-21
Closed -$495 – 477
2026
Q2 		$495 Hold
21
– – ﹤0.01% 1700
2026
Q1 		$471 Hold
21
– – ﹤0.01% 1667
2025
Q4 		$409 Hold
21
– – ﹤0.01% 1551
2025
Q3 		$434 Hold
21
– – ﹤0.01% 1511
2025
Q2 		$294 Hold
21
– – ﹤0.01% 1418
2025
Q1 		$148 Hold
21
– – ﹤0.01% 1479
2024
Q4 		$235 Hold
21
– – ﹤0.01% 1314
2024
Q3 		$299 Hold
21
– – ﹤0.01% 1200
2024
Q2 		$172 Hold
21
– – ﹤0.01% 1182
2024
Q1 		$41 Buy
+21
New +$52 ﹤0.01% 1062

Other funds holding CORZZ

Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Core Scientific Inc Tranche 2 Warrants (CORZZ) in Q3 2026, closing a stake of 21 shares — an estimated $495 sold.

Cornerstone Planning Group first reported a position in CORZZ in Q1 2024 and held it in 10 quarters. The position peaked at $495 in Q2 2026. 4 funds tracked by Wall St. Rank hold CORZZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Core Scientific Inc Tranche 2 Warrants position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 Core Scientific Inc Tranche 2 Warrants shares in Q3 2026, an estimated $495.
  • Cornerstone Planning Group first reported a position in Core Scientific Inc Tranche 2 Warrants in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Core Scientific Inc Tranche 2 Warrants position peaked at $495 in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Core Scientific Inc Tranche 2 Warrants as of Q3 2026.

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