CPG
GMS

Cornerstone Planning Group’s GMS Inc GMS Stock Holding History

Cornerstone Planning Group’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10
Closed -$853 – 1606
2024
Q4 		$853 Hold
10
– – ﹤0.01% 991
2024
Q3 		$900 Hold
10
– – ﹤0.01% 958
2024
Q2 		$870 Buy
+10
New +$923 ﹤0.01% 972

Other funds holding GMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Planning Group's GMS Position: Q1 2025 in Review

Cornerstone Planning Group sold out of GMS Inc (GMS) in Q1 2025, closing a stake of 10 shares — an estimated $853 sold.

Cornerstone Planning Group first reported a position in GMS in Q2 2024 and held it in 3 quarters. The position peaked at $900 in Q3 2024. 272 funds tracked by Wall St. Rank hold GMS as of Q1 2025.

  • Cornerstone Planning Group reported no remaining GMS Inc position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 10 GMS Inc shares in Q1 2025, an estimated $853.
  • Cornerstone Planning Group first reported a position in GMS Inc in Q2 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's GMS Inc position peaked at $900 in Q3 2024.
  • 272 funds tracked by Wall St. Rank held GMS Inc as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.