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Clearstead Advisors’s Cullinan Oncology CGEM Stock Holding History

Clearstead Advisors’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275 Buy
+15
New +$223 ﹤0.01% 3096
2026
Q1 		– Sell
-4
Closed -$42 – 2356
2025
Q4 		$42 Sell
4
-45
-92% -$406 ﹤0.01% 2627
2025
Q3 		$291 Buy
+49
New +$359 ﹤0.01% 2810

Other funds holding CGEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Clearstead Advisors's CGEM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cullinan Oncology (CGEM) in Q2 2026: 15 shares worth $275. The stake represents ﹤0.01% of the portfolio and ranks #3096 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CGEM as recently as Q4 2025.

Clearstead Advisors first reported a position in CGEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $291 in Q3 2025. 50 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • Clearstead Advisors held 15 shares of Cullinan Oncology worth $275 as of Q2 2026.
  • Cullinan Oncology was a new Clearstead Advisors position in Q2 2026.
  • Cullinan Oncology made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3096 holding.
  • Clearstead Advisors first reported a position in Cullinan Oncology in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Cullinan Oncology position peaked at $291 in Q3 2025.
  • 50 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.