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Clearstead Advisors’s CG Oncology CGON Stock Holding History

Clearstead 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
2026
Q2 		$143 Buy
+2
New +$131 ﹤0.01% 3282
2025
Q4 		– Sell
-343
Closed -$13.8K – 2834
2025
Q3 		$13.8K Hold
343
– – ﹤0.01% 1810
2025
Q2 		$8.92K Buy
+343
New +$8.27K ﹤0.01% 1921

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's CGON Position: Q2 2026 in Review

Clearstead Advisors opened a new position in CG Oncology (CGON) in Q2 2026: 2 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #3282 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CGON as recently as Q3 2025.

Clearstead Advisors first reported a position in CGON in Q2 2025 and has held it in 3 quarters since. The position peaked at $13.8K in Q3 2025. 227 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

  • Clearstead Advisors held 2 shares of CG Oncology worth $143 as of Q2 2026.
  • CG Oncology was a new Clearstead Advisors position in Q2 2026.
  • CG Oncology made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3282 holding.
  • Clearstead Advisors first reported a position in CG Oncology in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's CG Oncology position peaked at $13.8K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

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