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Cornerstone Wealth Management’s United States Natural Gas Fund UNG Stock Holding History

Cornerstone Wealth Management’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$527K Sell
50,819
-400
-0.8% -$4.17K 0.02% 474
2026
Q2 		$600K Buy
51,219
+11,700
+30% +$131K 0.03% 445
2026
Q1 		$464K Buy
+39,519
New +$488K 0.02% 465

Other funds holding UNG

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Realta Investment Advisors
Realta Investment Advisors Wilmington, Delaware $342M AUM 30.02% 1-Year Est. Return
AmeriServ Wealth Advisors
AmeriServ Wealth Advisors Johnstown, Pennsylvania $126M AUM 14.57% 1-Year Est. Return
Chiron Capital Management
Chiron Capital Management Tallahassee, Florida $101M AUM
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cornerstone Wealth Management's UNG Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its United States Natural Gas Fund (UNG) stake by 0.78% in Q3 2026, selling an estimated $4.17K and leaving 50,819 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #474.

Cornerstone Wealth Management first reported a position in UNG in Q1 2026 and has held it in 3 quarters since. The position peaked at $600K in Q2 2026. 55 funds tracked by Wall St. Rank hold UNG as of Q3 2026.

  • Cornerstone Wealth Management held 50,819 shares of United States Natural Gas Fund worth $527K as of Q3 2026.
  • Cornerstone Wealth Management sold 400 United States Natural Gas Fund shares in Q3 2026, an estimated $4.17K.
  • United States Natural Gas Fund made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #474 holding.
  • Cornerstone Wealth Management first reported a position in United States Natural Gas Fund in Q1 2026 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's United States Natural Gas Fund position peaked at $600K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.