CP
GAM

Cornerstone Planning’s General American Investors Company GAM Stock Holding History

Cornerstone Planning’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$455K Hold
7,136
– – 0.11% 112
2026
Q1 		$417K Hold
7,136
– – 0.09% 118
2025
Q4 		$419K Buy
+7,136
New +$433K 0.1% 108
2024
Q4 		$328K Buy
+6,435
New +$338K 0.13% 104

Other funds holding GAM

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Cornerstone Planning's GAM Position: Q2 2026 in Review

Cornerstone Planning held its General American Investors Company (GAM) position steady in Q2 2026 at 7,136 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #112.

Cornerstone Planning first reported a position in GAM in Q4 2024 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold GAM as of Q2 2026.

  • Cornerstone Planning held 7,136 shares of General American Investors Company worth $455K as of Q2 2026.
  • Cornerstone Planning left its General American Investors Company share count unchanged in Q2 2026.
  • General American Investors Company made up 0.11% of Cornerstone Planning's portfolio in Q2 2026, its #112 holding.
  • Cornerstone Planning first reported a position in General American Investors Company in Q4 2024 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.