Cornerstone Planning Group
DXYZ icon

Cornerstone Planning Group’s Destiny Tech100 DXYZ Stock Holding History

Cornerstone Planning Group’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8
Closed -$202 – 1785
2026
Q2 		$202 Sell
8
-278
-97% -$10.5K ﹤0.01% 1804
2026
Q1 		$11K Buy
286
+8
+3% +$231 ﹤0.01% 863
2025
Q4 		$9.8K Buy
+278
New +$7.44K ﹤0.01% 806

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Avior Wealth Management
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Able Wealth Management
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Venture Visionary Partners
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Farther Finance Advisors
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IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Destiny Tech100 (DXYZ) in Q3 2026, closing a stake of 8 shares — an estimated $202 sold.

Cornerstone Planning Group first reported a position in DXYZ in Q4 2025 and held it in 3 quarters. The position peaked at $11K in Q1 2026. 29 funds tracked by Wall St. Rank hold DXYZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Destiny Tech100 position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 8 Destiny Tech100 shares in Q3 2026, an estimated $202.
  • Cornerstone Planning Group first reported a position in Destiny Tech100 in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Destiny Tech100 position peaked at $11K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held Destiny Tech100 as of Q3 2026.

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