Cornerstone Planning Group’s CARGO Therapeutics CRGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-164	Closed	-$731	–	1713
2025 Q2	$731	Buy	+164	New	+$702	﹤0.01%	1189

Other funds holding CRGX

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

Cornerstone Planning Group's CRGX Position: Q3 2025 in Review

Cornerstone Planning Group sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 164 shares — an estimated $731 sold.

Cornerstone Planning Group first reported a position in CRGX in Q2 2025 and held it in 1 quarter. The position peaked at $731 in Q2 2025. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

Cornerstone Planning Group reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
Cornerstone Planning Group sold 164 CARGO Therapeutics shares in Q3 2025, an estimated $731.
Cornerstone Planning Group first reported a position in CARGO Therapeutics in Q2 2025 and held it in 1 quarter.
Cornerstone Planning Group's CARGO Therapeutics position peaked at $731 in Q2 2025.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.