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Disclosery

Cornerstone Planning Group LLC: GEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Planning Group LLC on GEN, newest first. How the timeline and the estimate are built.

Cornerstone Planning Group LLC held 644 GEN shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 644 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $16,486.

    13F-HR 0001822587-26-000003 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 650 shares
    Change vs previous 13F +165 shares

    <0.01% of the 13F portfolio, value $12,796.

    13F-HR 0001822587-26-000002 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 485 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $12,012.

    13F-HR 0001822587-26-000001 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 486 shares
    Change vs previous 13F +35 shares

    <0.01% of the 13F portfolio, value $12,669.

    13F-HR 0001822587-25-000005 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 451 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $12,884.

    13F-HR 0001822587-25-000004 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 445 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,938.

    13F-HR 0001822587-25-000002 filed by Cornerstone Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).