Action Point Financial Planning’s CG Oncology CGON Stock Holding History

Action Point Financial Planning’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 Q2	$28.4K	Buy	+400	New	+$26.1K	﹤0.01%	1012

Other funds holding CGON

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Action Point Financial Planning's CGON Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CG Oncology (CGON) in Q2 2026: 400 shares worth $28.4K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings.

226 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

Action Point Financial Planning held 400 shares of CG Oncology worth $28.4K as of Q2 2026.
CG Oncology was a new Action Point Financial Planning position in Q2 2026.
CG Oncology made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1012 holding.
226 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.