Cornerstone Planning Group
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Cornerstone Planning Group’s Tredegar Corp TG Stock Holding History

Cornerstone Planning Group’s Portfolio TG Stock Details TG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-65
Closed -$503 – 1537
2026
Q2 		$503 Buy
+65
New +$551 ﹤0.01% 1695
2024
Q2 		– Sell
-115
Closed -$728 – 1340
2024
Q1 		$728 Buy
+115
New +$560 ﹤0.01% 847

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Central Pacific Bank - Trust Division
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

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

Cornerstone Planning Group sold out of Tredegar Corp (TG) in Q3 2026, closing a stake of 65 shares — an estimated $503 sold.

Cornerstone Planning Group first reported a position in TG in Q1 2024 and held it in 2 quarters. The position peaked at $728 in Q1 2024. 15 funds tracked by Wall St. Rank hold TG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Tredegar Corp position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 65 Tredegar Corp shares in Q3 2026, an estimated $503.
  • Cornerstone Planning Group first reported a position in Tredegar Corp in Q1 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Tredegar Corp position peaked at $728 in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Tredegar Corp as of Q3 2026.

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