Cornerstone Planning Group
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Cornerstone Planning Group’s SpaceX SPCX Stock Holding History

Cornerstone Planning Group’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$704K Buy
4,329
+492
+13% +$68.1K 0.09% 93
2026
Q2 		$442K Buy
+3,837
New +$652K 0.06% 109

Other funds holding SPCX

K5 Global Advisor
K5 Global Advisor Miami Beach, Florida $4.02B AUM
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
Tempo Wealth
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

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

Cornerstone Planning Group increased its SpaceX (SPCX) stake by 13% in Q3 2026, buying an estimated $68.1K and bringing the position to 4,329 shares worth $704K. The position accounts for 0.09% of the portfolio, ranked #93.

Cornerstone Planning Group first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Cornerstone Planning Group held 4,329 shares of SpaceX worth $704K as of Q3 2026.
  • Cornerstone Planning Group bought 492 SpaceX shares in Q3 2026, an estimated $68.1K.
  • SpaceX made up 0.09% of Cornerstone Planning Group's portfolio in Q3 2026, its #93 holding.
  • Cornerstone Planning Group first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

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