Cornerstone Planning Group’s Peloton Interactive PTON Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-20	Closed	-$125	–	1303
2026 Q2	$125	Hold	20	–	–	﹤0.01%	1826
2026 Q1	$104	Hold	20	–	–	﹤0.01%	1789
2025 Q4	$117	Sell	20 -90	-82%	-$634	﹤0.01%	1652
2025 Q3	$4.15K	Buy	110 +90	+450%	+$670	﹤0.01%	1004
2025 Q2	$142	Hold	20	–	–	﹤0.01%	1476
2025 Q1	$120	Hold	20	–	–	﹤0.01%	1493
2024 Q4	$164	Hold	20	–	–	﹤0.01%	1333
2024 Q3	$136	Hold	20	–	–	﹤0.01%	1245
2024 Q2	$62	Hold	20	–	–	﹤0.01%	1219
2024 Q1	$69	Hold	20	–	–	﹤0.01%	1052
2023 Q4	$122	Buy	+20	New	+$108	﹤0.01%	892

Other funds holding PTON

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

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

SCA

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Peloton Interactive (PTON) in Q3 2026, closing a stake of 20 shares — an estimated $125 sold.

Cornerstone Planning Group first reported a position in PTON in Q4 2023 and held it in 11 quarters. The position peaked at $4.15K in Q3 2025. 38 funds tracked by Wall St. Rank hold PTON as of Q3 2026.

Cornerstone Planning Group reported no remaining Peloton Interactive position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 20 Peloton Interactive shares in Q3 2026, an estimated $125.
Cornerstone Planning Group first reported a position in Peloton Interactive in Q4 2023 and held it in 11 quarters.
Cornerstone Planning Group's Peloton Interactive position peaked at $4.15K in Q3 2025.
38 funds tracked by Wall St. Rank held Peloton Interactive as of Q3 2026.

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