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Everhart Financial Group’s Cognition Therapeutics CGTX Stock Holding History

Everhart Financial Group’s Portfolio CGTX Stock Details CGTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31,731
Closed -$42.8K – 421
2025
Q3 		$42.8K Buy
+31,731
New +$43.3K ﹤0.01% 389

Other funds holding CGTX

BCM
BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return

Everhart Financial Group's CGTX Position: Q4 2025 in Review

Everhart Financial Group sold out of Cognition Therapeutics (CGTX) in Q4 2025, closing a stake of 31,731 shares — an estimated $42.8K sold.

Everhart Financial Group first reported a position in CGTX in Q3 2025 and held it in 1 quarter. The position peaked at $42.8K in Q3 2025. 78 funds tracked by Wall St. Rank hold CGTX as of Q4 2025.

  • Everhart Financial Group reported no remaining Cognition Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Everhart Financial Group sold 31,731 Cognition Therapeutics shares in Q4 2025, an estimated $42.8K.
  • Everhart Financial Group first reported a position in Cognition Therapeutics in Q3 2025 and held it in 1 quarter.
  • Everhart Financial Group's Cognition Therapeutics position peaked at $42.8K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held Cognition Therapeutics as of Q4 2025.

Based on Everhart Financial Group's 13F filing for Q4 2025, filed 7 Jan 2026.