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EverSource Wealth Advisors’s Cullinan Oncology CGEM Stock Holding History

EverSource Wealth 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
Q2 		$14.4K Sell
793
-306
-28% -$4.54K ﹤0.01% 2675
2026
Q1 		$15.6K Sell
1,099
-181
-14% -$2.33K ﹤0.01% 2656
2025
Q4 		$13.2K Buy
1,280
+284
+29% +$2.56K ﹤0.01% 2654
2025
Q3 		$5.91K Buy
996
+645
+184% +$4.72K ﹤0.01% 3083
2025
Q2 		$2.64K Buy
+351
New +$2.82K ﹤0.01% 3405

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

EverSource Wealth Advisors's CGEM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cullinan Oncology (CGEM) stake by 28% in Q2 2026, selling an estimated $4.54K and leaving 793 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2675.

EverSource Wealth Advisors first reported a position in CGEM in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.6K in Q1 2026. 183 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

  • EverSource Wealth Advisors held 793 shares of Cullinan Oncology worth $14.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 306 Cullinan Oncology shares in Q2 2026, an estimated $4.54K.
  • Cullinan Oncology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2675 holding.
  • EverSource Wealth Advisors first reported a position in Cullinan Oncology in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Cullinan Oncology position peaked at $15.6K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.