PWPS
CNO icon

Pinnacle Wealth Planning Services’s CNO Financial Group CNO Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio CNO Stock Details CNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$100K Buy
2,445
+4
+0.2% +$167 0.01% 799
2025
Q4 		$104K Buy
+2,441
New +$99.5K 0.01% 762
2021
Q1 		– Sell
-3,744
Closed -$83K – 676
2020
Q4 		$83K Buy
+3,744
New +$76.3K 0.02% 553

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VPM
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VCM
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return