Superior Planning, LLC’s CG Oncology CGON Stock Holding History

Superior Planning, LLC’s Portfolio CGON Stock Details CGON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$497	Buy	+7	New	+$514	﹤0.01%	1898

Other funds holding CGON

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Superior Planning, LLC's CGON Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in CG Oncology (CGON) in Q3 2026: 7 shares worth $497. The stake represents ﹤0.01% of the portfolio and ranks #1898 among its holdings.

126 funds tracked by Wall St. Rank hold CGON as of Q3 2026.

Superior Planning, LLC held 7 shares of CG Oncology worth $497 as of Q3 2026.
CG Oncology was a new Superior Planning, LLC position in Q3 2026.
CG Oncology made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1898 holding.
126 funds tracked by Wall St. Rank held CG Oncology as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.