Cornerstone Planning Group’s Grayscale Bitcoin Trust GBTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-778	Closed	-$39.7K	–	746
2026 Q2	$39.7K	Hold	778	–	–	0.01%	463
2026 Q1	$49.4K	Hold	778	–	–	0.01%	405
2025 Q4	$54K	Hold	778	–	–	0.01%	327
2025 Q3	$64.8K	Sell	778 -100	-11%	-$9K	0.01%	281
2025 Q2	$78.5K	Buy	878 +3	+0.3%	+$233	0.02%	180
2025 Q1	$64.6K	Buy	875 +750	+600%	+$55.3K	0.02%	196
2024 Q4	$10K	Sell	125 -1,145	-90%	-$75.5K	﹤0.01%	429
2024 Q3	$73.2K	Sell	1,270 -25	-2%	-$1.22K	0.02%	143
2024 Q2	$49.9K	Hold	1,295	–	–	0.01%	198
2024 Q1	$64.7K	Buy	+1,295	New	+$57K	0.02%	148

Other funds holding GBTC

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

SLT Holdings Scottsdale, Arizona $171M AUM 34.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Variant Private Wealth Tysons, Virginia $113M AUM 20% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Grayscale Bitcoin Trust (GBTC) in Q3 2026, closing a stake of 778 shares — an estimated $39.7K sold.

Cornerstone Planning Group first reported a position in GBTC in Q1 2024 and held it in 10 quarters. The position peaked at $78.5K in Q2 2025. 191 funds tracked by Wall St. Rank hold GBTC as of Q3 2026.

Cornerstone Planning Group reported no remaining Grayscale Bitcoin Trust position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 778 Grayscale Bitcoin Trust shares in Q3 2026, an estimated $39.7K.
Cornerstone Planning Group first reported a position in Grayscale Bitcoin Trust in Q1 2024 and held it in 10 quarters.
Cornerstone Planning Group's Grayscale Bitcoin Trust position peaked at $78.5K in Q2 2025.
191 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q3 2026.

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