Cornerstone Planning Group
WEX icon

Cornerstone Planning Group’s WEX WEX Stock Holding History

Cornerstone Planning Group’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5
Closed -$778 – 1707
2026
Q2 		$778 Sell
5
-6
-55% -$889 ﹤0.01% 1563
2026
Q1 		$1.62K Buy
11
+4
+57% +$625 ﹤0.01% 1342
2025
Q4 		$1.08K Buy
+7
New +$1.06K ﹤0.01% 1325

Other funds holding WEX

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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Bath Savings Trust
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

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

Cornerstone Planning Group sold out of WEX (WEX) in Q3 2026, closing a stake of 5 shares — an estimated $778 sold.

Cornerstone Planning Group first reported a position in WEX in Q4 2025 and held it in 3 quarters. The position peaked at $1.62K in Q1 2026. 43 funds tracked by Wall St. Rank hold WEX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining WEX position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5 WEX shares in Q3 2026, an estimated $778.
  • Cornerstone Planning Group first reported a position in WEX in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's WEX position peaked at $1.62K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held WEX as of Q3 2026.

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