CPG
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Cornerstone Planning Group’s Greenwave Technology Solutions GWAV Stock Holding History

Cornerstone Planning Group’s Portfolio GWAV Stock Details GWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Hold
0
– – – 1725
2025
Q2 		– Hold
0
– – – 1595
2025
Q1 		– Hold
0
– – – 1548
2024
Q4 		– Hold
0
– – – 1443
2024
Q3 		– Hold
0
– -$1 – 1322
2024
Q2 		– Hold
0
– – – 1253
2024
Q1 		– Hold
0
– – – 1103
2023
Q4 		– Hold
0
– -$1 – 986
2023
Q3 		– Hold
0
– – – 1209

Other funds holding GWAV

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return