Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CG Oncology CGON Stock Holding History

Carson Wealth (CWM 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
Q1 		$429K Buy
6,340
+96
+2% +$5.44K ﹤0.01% 2124
2025
Q4 		$259K Sell
6,244
-621
-9% -$25.7K ﹤0.01% 2351
2025
Q3 		$277K Buy
6,865
+672
+11% +$19.5K ﹤0.01% 2193
2025
Q2 		$161K Buy
6,193
+4,083
+194% +$98.4K ﹤0.01% 2360
2025
Q1 		$52K Buy
2,110
+2,058
+3,958% +$57.9K ﹤0.01% 2951
2024
Q4 		$1K Buy
52
+18
+53% +$616 ﹤0.01% 4674
2024
Q3 		$1K Buy
34
+22
+183% +$771 ﹤0.01% 4534
2024
Q2 		$0 Buy
+12
New +$416 ﹤0.01% 4620

Other funds holding CGON

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 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 $4.16B AUM 983.43% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Carson Wealth (CWM LLC)'s CGON Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its CG Oncology (CGON) stake by 1.5% in Q1 2026, buying an estimated $5.44K and bringing the position to 6,340 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Carson Wealth (CWM LLC) first reported a position in CGON in Q2 2024 and has held it in 8 quarters since. 233 funds tracked by Wall St. Rank hold CGON as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,340 shares of CG Oncology worth $429K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 96 CG Oncology shares in Q1 2026, an estimated $5.44K.
  • CG Oncology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2124 holding.
  • Carson Wealth (CWM LLC) first reported a position in CG Oncology in Q2 2024 and has held it in 8 quarters since.
  • 233 funds tracked by Wall St. Rank held CG Oncology as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.