Cornerstone Planning Group
FBTC icon

Cornerstone Planning Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Cornerstone Planning Group’s Portfolio FBTC Stock Details FBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4
Closed -$230 – 668
2026
Q2 		$230 Buy
+4
New +$250 ﹤0.01% 1792
2025
Q1 		– Sell
-1,160
Closed -$103K – 1599
2024
Q4 		$103K Buy
1,160
+360
+45% +$26.1K 0.03% 112
2024
Q3 		$50.8K Buy
800
+649
+430% +$34.6K 0.01% 186
2024
Q2 		$7.07K Buy
+151
New +$8.66K ﹤0.01% 506

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Compass Ion Advisors
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Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Berman McAleer
Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Quarterback
Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return
Avaii Wealth Management
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q3 2026, closing a stake of 4 shares — an estimated $230 sold.

Cornerstone Planning Group first reported a position in FBTC in Q2 2024 and held it in 4 quarters. The position peaked at $103K in Q4 2024. 182 funds tracked by Wall St. Rank hold FBTC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 4 Fidelity Wise Origin Bitcoin Fund shares in Q3 2026, an estimated $230.
  • Cornerstone Planning Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Fidelity Wise Origin Bitcoin Fund position peaked at $103K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q3 2026.

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