Cornerstone Wealth Partners, LLC reported 4 positions worth $16.32K for the quarter ended Jun 30, 2026, down 71.7% on the prior quarter. It opened 2 new positions, added to 1, trimmed 0 and exited 1. Its largest holding is General Electric Co at 43.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| PG PROCTER & GAMBLE Co | -357 -100.0% | $51.57K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PG PROCTER & GAMBLE Co | -357 | $51.57K | 89.29% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GE General Electric Co | Industrials | 19 | $7.10K | 43.5% | +19 | – | New | 0% |
| 2 | ABT Abbott Laboratories | Healthcare | 49 | $4.41K | 27.04% | +1 | +2.1% | Added | 0% |
| 3 | GEV GE Vernova Inc. | Industrials | 3 | $3.53K | 21.6% | +3 | – | New | 0% |
| 4 | JNJ Johnson & Johnson | Healthcare | 5 | $1.28K | 7.87% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Cornerstone Wealth Partners.
As of its Q2 2026 13F filing, Cornerstone Wealth Partners, LLC’s five largest positions were General Electric Co (GE) at 43.5%, Abbott Laboratories (ABT) at 27.0%, GE Vernova Inc. (GEV) at 21.6%, Johnson & Johnson (JNJ) at 7.9% of the reported portfolio.
Cornerstone Wealth Partners, LLC reported a 13F portfolio worth $16.32K across 4 positions for Q2 2026. That is down 71.7% from the previous quarter.
Its largest purchases by value were General Electric Co ($7.10K), GE Vernova Inc. ($3.53K), Abbott Laboratories ($90.06). It opened 2 new positions.
Its largest sales by value were PROCTER & GAMBLE Co ($51.57K). It exited 1 positions entirely.
From the Form 13F-HR reports Cornerstone Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.