CWM
TREE icon

Cornerstone Wealth Management’s LendingTree TREE Stock Holding History

Cornerstone Wealth Management’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$323K Sell
7,538
-80
-1% -$3.83K 0.02% 556
2025
Q4 		$404K Sell
7,618
-550
-7% -$30.8K 0.02% 475
2025
Q3 		$529K Sell
8,168
-820
-9% -$47.3K 0.03% 403
2025
Q2 		$333K Buy
8,988
+300
+3% +$12.1K 0.02% 489
2025
Q1 		$437K Sell
8,688
-1,775
-17% -$79.1K 0.03% 394
2024
Q4 		$405K Sell
10,463
-135
-1% -$6.47K 0.03% 391
2024
Q3 		$615K Sell
10,598
-204
-2% -$10.5K 0.04% 311
2024
Q2 		$449K Buy
10,802
+50
+0.5% +$2.11K 0.03% 349
2024
Q1 		$455K Buy
10,752
+2,428
+29% +$85K 0.04% 347
2023
Q4 		$252K Buy
+8,324
New +$151K 0.02% 448

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PAIM
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Ameriprise
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VCM
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DSCM
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return