Cornerstone Planning Group’s People Inc PPLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-24	Closed	-$1.04K	–	864
2026 Q2	$1.04K	Hold	24	–	–	﹤0.01%	1485
2026 Q1	$993	Buy	24 +11	+85%	+$417	﹤0.01%	1466
2025 Q4	$499	Buy	+13	New	+$455	﹤0.01%	1514
2024 Q2	–	Sell	-67	Closed	-$3.03K	–	1297
2024 Q1	$3.03K	Sell	67 -28	-29%	-$1.21K	﹤0.01%	598
2023 Q4	$4.09K	Sell	95 -29	-23%	-$1.14K	﹤0.01%	554
2023 Q3	$5.14K	Sell	124 -80	-39%	-$3.88K	﹤0.01%	521
2023 Q2	$10.5K	Buy	+204	New	+$9.34K	﹤0.01%	637
2022 Q4	$9.9K	Buy	+230	New	+$9.1K	﹤0.01%	651

Other funds holding PPLI

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

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

Cornerstone Planning Group sold out of People Inc (PPLI) in Q3 2026, closing a stake of 24 shares — an estimated $1.04K sold.

Cornerstone Planning Group first reported a position in PPLI in Q4 2022 and held it in 8 quarters. The position peaked at $10.5K in Q2 2023. 52 funds tracked by Wall St. Rank hold PPLI as of Q3 2026.

Cornerstone Planning Group reported no remaining People Inc position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 24 People Inc shares in Q3 2026, an estimated $1.04K.
Cornerstone Planning Group first reported a position in People Inc in Q4 2022 and held it in 8 quarters.
Cornerstone Planning Group's People Inc position peaked at $10.5K in Q2 2023.
52 funds tracked by Wall St. Rank held People Inc as of Q3 2026.

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