Creative Planning
CGON icon

Creative Planning’s CG Oncology CGON Stock Holding History

Creative Planning’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 		$911K Sell
12,820
-4,014
-24% -$262K ﹤0.01% 2718
2026
Q1 		$1.14M Buy
16,834
+8,669
+106% +$491K ﹤0.01% 2353
2025
Q4 		$339K Buy
8,165
+1,110
+16% +$45.9K ﹤0.01% 3161
2025
Q3 		$284K Buy
+7,055
New +$205K ﹤0.01% 3190

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 $3.38T AUM 44.17% 1-Year Est. Return

Creative Planning's CGON Position: Q2 2026 in Review

Creative Planning reduced its CG Oncology (CGON) stake by 24% in Q2 2026, selling an estimated $262K and leaving 12,820 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Creative Planning first reported a position in CGON in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q1 2026. 227 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

  • Creative Planning held 12,820 shares of CG Oncology worth $911K as of Q2 2026.
  • Creative Planning sold 4,014 CG Oncology shares in Q2 2026, an estimated $262K.
  • CG Oncology made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2718 holding.
  • Creative Planning first reported a position in CG Oncology in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's CG Oncology position peaked at $1.14M in Q1 2026.
  • 227 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.