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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

WGS holding history

GeneDx Holdings Corp. in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WGS overviewAll 13F holders of WGSFull Q2 2026 holdings

Shares (Q2 2026)
400
Value
$25.0K
% of portfolio
<0.1%
Quarters held
8
Since Q4 2022
Holdings of WGS by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026400$25.0K<0.1%+100+33.3%AddedHolders
Q1 2026300$10.4K<0.1%+300NewHolders
Q3 20250$00.0%−25−100.0%Sold outHolders
Q2 202525$2.67K<0.1%+25NewHolders
Q3 20240$00.0%−16−100.0%Sold outHolders
Q2 202416$451<0.1%00.0%UnchangedHolders
Q1 202416$315<0.1%+16NewHolders
Q4 20230$00.0%−16−100.0%Sold outHolders
Q3 202316$58<0.1%00.0%UnchangedHolders
Q2 202316$95<0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022520$192<0.1%–No prior filingHolders