CPG
STEX

Cornerstone Planning Group’s Streamex Corp STEX Stock Holding History

Cornerstone Planning Group’s Portfolio STEX Stock Details STEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,000
Closed -$3.2K – 1551
2025
Q1 		$3.2K Hold
5,000
– – ﹤0.01% 860
2024
Q4 		$4.8K Buy
+5,000
New +$7.62K ﹤0.01% 592

Other funds holding STEX

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's STEX Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Streamex Corp (STEX) in Q2 2025, closing a stake of 5,000 shares — an estimated $3.2K sold.

Cornerstone Planning Group first reported a position in STEX in Q4 2024 and held it in 2 quarters. The position peaked at $4.8K in Q4 2024. 34 funds tracked by Wall St. Rank hold STEX as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Streamex Corp position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 5,000 Streamex Corp shares in Q2 2025, an estimated $3.2K.
  • Cornerstone Planning Group first reported a position in Streamex Corp in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Streamex Corp position peaked at $4.8K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Streamex Corp as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.