Cornerstone Planning Group
TPG icon

Cornerstone Planning Group’s TPG TPG Stock Holding History

Cornerstone Planning Group’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-29
Closed -$1.21K – 1567
2026
Q2 		$1.21K Hold
29
– – ﹤0.01% 1446
2026
Q1 		$1.32K Buy
29
+11
+61% +$564 ﹤0.01% 1386
2025
Q4 		$1.07K Buy
18
+16
+800% +$944 ﹤0.01% 1329
2025
Q3 		$208 Hold
2
– – ﹤0.01% 1605
2025
Q2 		$115 Buy
+2
New +$96 ﹤0.01% 1487

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Private Wealth Partners
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Evergreen Capital Management
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Milestones Administradora de Recursos
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Trust Company of Vermont
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stableford Capital II
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

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

Cornerstone Planning Group sold out of TPG (TPG) in Q3 2026, closing a stake of 29 shares — an estimated $1.21K sold.

Cornerstone Planning Group first reported a position in TPG in Q2 2025 and held it in 5 quarters. The position peaked at $1.32K in Q1 2026. 60 funds tracked by Wall St. Rank hold TPG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining TPG position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 29 TPG shares in Q3 2026, an estimated $1.21K.
  • Cornerstone Planning Group first reported a position in TPG in Q2 2025 and held it in 5 quarters.
  • Cornerstone Planning Group's TPG position peaked at $1.32K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held TPG as of Q3 2026.

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