Capstone Investment Advisors
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Capstone Investment Advisors’s CG Oncology CGON Stock Holding History

Capstone Investment Advisors’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
2025
Q3 		– Sell
-10,795
Closed -$281K – 1923
2025
Q2 		$281K Buy
+10,795
New +$260K ﹤0.01% 1409
2024
Q2 		– Sell
-18,354
Closed -$806K – 2132
2024
Q1 		$806K Buy
+18,354
New +$750K ﹤0.01% 1272

Other funds holding CGON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T AUM 30.48% 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
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
FCMV
Foresite Capital Management VI Larkspur, California $460M AUM 261.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capstone Investment Advisors's CGON Position: Q3 2025 in Review

Capstone Investment Advisors sold out of CG Oncology (CGON) in Q3 2025, closing a stake of 10,795 shares — an estimated $281K sold.

Capstone Investment Advisors first reported a position in CGON in Q1 2024 and held it in 2 quarters. The position peaked at $806K in Q1 2024. 176 funds tracked by Wall St. Rank hold CGON as of Q3 2025.

  • Capstone Investment Advisors reported no remaining CG Oncology position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 10,795 CG Oncology shares in Q3 2025, an estimated $281K.
  • Capstone Investment Advisors first reported a position in CG Oncology in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's CG Oncology position peaked at $806K in Q1 2024.
  • 176 funds tracked by Wall St. Rank held CG Oncology as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.