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Green Ridge Wealth Planning’s Core Scientific CORZ Stock Holding History

Green Ridge Wealth Planning’s Portfolio CORZ Stock Details CORZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-7,825
Closed -$200K – 91
2026
Q2 		$200K Sell
7,825
-4,550
-37% -$107K 0.08% 89
2026
Q1 		$185K Hold
12,375
– – 0.1% 83
2025
Q4 		$180K Buy
+12,375
New +$216K 0.09% 84

Other funds holding CORZ

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Green Ridge Wealth Planning's CORZ Position: Q3 2026 in Review

Green Ridge Wealth Planning sold out of Core Scientific (CORZ) in Q3 2026, closing a stake of 7,825 shares — an estimated $200K sold.

Green Ridge Wealth Planning first reported a position in CORZ in Q4 2025 and held it in 3 quarters. The position peaked at $200K in Q2 2026. 13 funds tracked by Wall St. Rank hold CORZ as of Q3 2026.

  • Green Ridge Wealth Planning reported no remaining Core Scientific position as of Q3 2026 after selling out during the quarter.
  • Green Ridge Wealth Planning sold 7,825 Core Scientific shares in Q3 2026, an estimated $200K.
  • Green Ridge Wealth Planning first reported a position in Core Scientific in Q4 2025 and held it in 3 quarters.
  • Green Ridge Wealth Planning's Core Scientific position peaked at $200K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Core Scientific as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.