Allworth Financial’s CARGO Therapeutics CRGX Stock Holding History

Allworth Financial’s Portfolio CRGX Stock Details CRGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-165	Closed	-$680	–	4938
2025 Q2	$680	Hold	165	–	–	﹤0.01%	4061
2025 Q1	$747	Hold	165	–	–	﹤0.01%	3563
2024 Q4	$2.1K	Hold	165	–	–	﹤0.01%	3147
2024 Q3	$3.04K	Hold	165	–	–	﹤0.01%	2778
2024 Q2	$2.61K	Hold	165	–	–	﹤0.01%	2802
2024 Q1	$3.68K	Hold	165	–	–	﹤0.01%	2545
2023 Q4	$3.82K	Buy	+165	New	+$2.8K	﹤0.01%	2383

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's CRGX Position: Q3 2025 in Review

Allworth Financial sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 165 shares — an estimated $680 sold.

Allworth Financial first reported a position in CRGX in Q4 2023 and held it in 7 quarters. The position peaked at $3.82K in Q4 2023. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

Allworth Financial reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 165 CARGO Therapeutics shares in Q3 2025, an estimated $680.
Allworth Financial first reported a position in CARGO Therapeutics in Q4 2023 and held it in 7 quarters.
Allworth Financial's CARGO Therapeutics position peaked at $3.82K in Q4 2023.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.