EverSource Wealth Advisors’s CG Oncology CGON Stock Holding History

EverSource Wealth Advisors’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 Q2	$13.4K	Sell	189 -98	-34%	-$6.41K	﹤0.01%	2715
2026 Q1	$19.4K	Buy	287 +14	+5%	+$793	﹤0.01%	2520
2025 Q4	$11.3K	Hold	273	–	–	﹤0.01%	2731
2025 Q3	$11K	Hold	273	–	–	﹤0.01%	2773
2025 Q2	$7.1K	Buy	273 +129	+90%	+$3.11K	﹤0.01%	2999
2025 Q1	$3.53K	Buy	144 +138	+2,300%	+$3.88K	﹤0.01%	2660
2024 Q4	$172	Buy	+6	New	+$205	﹤0.01%	3458

Other funds holding CGON

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its CG Oncology (CGON) stake by 34% in Q2 2026, selling an estimated $6.41K and leaving 189 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2715.

EverSource Wealth Advisors first reported a position in CGON in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.4K in Q1 2026. 227 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

EverSource Wealth Advisors held 189 shares of CG Oncology worth $13.4K as of Q2 2026.
EverSource Wealth Advisors sold 98 CG Oncology shares in Q2 2026, an estimated $6.41K.
CG Oncology made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2715 holding.
EverSource Wealth Advisors first reported a position in CG Oncology in Q4 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's CG Oncology position peaked at $19.4K in Q1 2026.
227 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

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