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Essential Partners’s CG Oncology CGON Stock Holding History

Essential Partners’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
Q3 		$6.24K Hold
88
– – ﹤0.01% 1410
2026
Q2 		$6.25K Sell
88
-68
-44% -$4.45K ﹤0.01% 1436
2026
Q1 		$10.6K Hold
156
– – ﹤0.01% 1230
2025
Q4 		$6.48K Hold
156
– – ﹤0.01% 1322
2025
Q3 		$6.28K Hold
156
– – ﹤0.01% 1343
2025
Q2 		$4.06K Buy
+156
New +$3.76K ﹤0.01% 1113

Other funds holding CGON

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Essential Partners's CGON Position: Q3 2026 in Review

Essential Partners held its CG Oncology (CGON) position steady in Q3 2026 at 88 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Essential Partners first reported a position in CGON in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.6K in Q1 2026. 8 funds tracked by Wall St. Rank hold CGON as of Q3 2026.

  • Essential Partners held 88 shares of CG Oncology worth $6.24K as of Q3 2026.
  • Essential Partners left its CG Oncology share count unchanged in Q3 2026.
  • CG Oncology made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1410 holding.
  • Essential Partners first reported a position in CG Oncology in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's CG Oncology position peaked at $10.6K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held CG Oncology as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.