CPG
HCWC

Cornerstone Planning Group’s Healthy Choice Wellness HCWC Stock Holding History

Cornerstone Planning Group’s Portfolio HCWC Stock Details HCWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1 Hold
4
– – ﹤0.01% 1867
2026
Q1 		$2 Hold
4
– – ﹤0.01% 1818
2025
Q4 		$1 Hold
4
– – ﹤0.01% 1708
2025
Q3 		$3 Hold
4
– – ﹤0.01% 1692
2025
Q2 		$2 Hold
4
– – ﹤0.01% 1525
2025
Q1 		$2 Hold
4
– – ﹤0.01% 1546
2024
Q4 		$4 Buy
4
+3
+300% +$5 ﹤0.01% 1394
2024
Q3 		$2 Buy
+1
New +$3 ﹤0.01% 1299

Other funds holding HCWC

SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return
SFG
Strive Financial Group Carmel, Indiana $231M AUM

Cornerstone Planning Group's HCWC Position: Q2 2026 in Review

Cornerstone Planning Group held its Healthy Choice Wellness (HCWC) position steady in Q2 2026 at 4 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Cornerstone Planning Group first reported a position in HCWC in Q3 2024 and has held it in 8 quarters since. The position peaked at $4 in Q4 2024. 13 funds tracked by Wall St. Rank hold HCWC as of Q2 2026.

  • Cornerstone Planning Group held 4 shares of Healthy Choice Wellness worth $1 as of Q2 2026.
  • Cornerstone Planning Group left its Healthy Choice Wellness share count unchanged in Q2 2026.
  • Healthy Choice Wellness made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1867 holding.
  • Cornerstone Planning Group first reported a position in Healthy Choice Wellness in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Healthy Choice Wellness position peaked at $4 in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Healthy Choice Wellness as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.