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
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 $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Creative Planning's CGON Position: Q1 2026 in Review

Creative Planning increased its CG Oncology (CGON) stake by 106% in Q1 2026, buying an estimated $491K and bringing the position to 16,834 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Creative Planning first reported a position in CGON in Q3 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold CGON as of Q1 2026.

  • Creative Planning held 16,834 shares of CG Oncology worth $1.14M as of Q1 2026.
  • Creative Planning bought 8,669 CG Oncology shares in Q1 2026, an estimated $491K.
  • CG Oncology made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2353 holding.
  • Creative Planning first reported a position in CG Oncology in Q3 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held CG Oncology as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.