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CGON icon

Braidwell’s CG Oncology CGON Stock Holding History

Braidwell’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
Q1 		$66.7M Sell
984,783
-885,788
-47% -$50.2M 2.22% 14
2025
Q4 		$77.7M Sell
1,870,571
-1,412,746
-43% -$58.5M 2.48% 10
2025
Q3 		$132M Hold
3,283,317
– – 3.92% 5
2025
Q2 		$85.4M Hold
3,283,317
– – 2.92% 14
2025
Q1 		$80.4M Hold
3,283,317
– – 2.83% 12
2024
Q4 		$94.2M Buy
3,283,317
+112,442
+4% +$3.85M 2.79% 10
2024
Q3 		$120M Sell
3,170,875
-138,632
-4% -$4.86M 3.39% 4
2024
Q2 		$104M Buy
3,309,507
+2,179,272
+193% +$75.5M 3.28% 6
2024
Q1 		$49.6M Buy
+1,130,235
New +$46.2M 1.6% 26

Other funds holding CGON

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell's CGON Position: Q1 2026 in Review

Braidwell reduced its CG Oncology (CGON) stake by 47% in Q1 2026, selling an estimated $50.2M and leaving 984,783 shares worth $66.7M. The position accounts for 2.22% of the portfolio, ranked #14.

Braidwell first reported a position in CGON in Q1 2024 and has held it in 9 quarters since. The position peaked at $132M in Q3 2025. 233 funds tracked by Wall St. Rank hold CGON as of Q1 2026.

  • Braidwell held 984,783 shares of CG Oncology worth $66.7M as of Q1 2026.
  • Braidwell sold 885,788 CG Oncology shares in Q1 2026, an estimated $50.2M.
  • CG Oncology made up 2.22% of Braidwell's portfolio in Q1 2026, its #14 holding.
  • Braidwell first reported a position in CG Oncology in Q1 2024 and has held it in 9 quarters since.
  • Braidwell's CG Oncology position peaked at $132M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held CG Oncology as of Q1 2026.

Based on Braidwell's 13F filing for Q1 2026, filed 15 May 2026.