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Ellsworth Advisors’s Cullinan Oncology CGEM Stock Holding History

Ellsworth 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
Q3 		$1.15M Buy
+74,856
New +$1.43M 0.19% 97

Other funds holding CGEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ellsworth Advisors's CGEM Position: Q3 2026 in Review

Ellsworth Advisors opened a new position in Cullinan Oncology (CGEM) in Q3 2026: 74,856 shares worth $1.15M. The stake represents 0.19% of the portfolio and ranks #97 among its holdings.

9 funds tracked by Wall St. Rank hold CGEM as of Q3 2026.

  • Ellsworth Advisors held 74,856 shares of Cullinan Oncology worth $1.15M as of Q3 2026.
  • Cullinan Oncology was a new Ellsworth Advisors position in Q3 2026.
  • Cullinan Oncology made up 0.19% of Ellsworth Advisors's portfolio in Q3 2026, its #97 holding.
  • 9 funds tracked by Wall St. Rank held Cullinan Oncology as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.