Cornerstone Planning, LLC
Position in GAM — General American Investors Co Inc
CIK 1802105
CHARLOTTE, NC
Position in GAM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$454,920
+$37,679 QoQ
Shares Held
7,136
0.0% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#50
of 107 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cornerstone Planning, LLC holds $1,720,578 across 2 Asset Management names. GAM ranks #2 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,756 | $1,265,658 | |
| 2 | GAM |
General American Investors Co Inc
This page
|
7,136 | $454,920 |
All Filings in GAM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,920 | 7,136 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $417,241 | 7,136 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $419,097 | 7,136 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $328,249 | 6,435 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||