IFP Advisors
CGEM icon

IFP Advisors’s Cullinan Oncology CGEM Stock Holding History

IFP 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 		$11.2K Hold
728
– – ﹤0.01% 3313
2026
Q2 		$13.3K Buy
728
+415
+133% +$6.16K ﹤0.01% 3220
2026
Q1 		$4.45K Hold
313
– – ﹤0.01% 3594
2025
Q4 		$3.24K Buy
313
+166
+113% +$1.5K ﹤0.01% 3639
2025
Q3 		$872 Buy
+147
New +$1.08K ﹤0.01% 4007
2025
Q2 		– Hold
0
– – – 4320
2025
Q1 		– Hold
0
– – – 3955
2024
Q4 		– Hold
0
– – – 3998

Other funds holding CGEM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

IFP Advisors's CGEM Position: Q3 2026 in Review

IFP Advisors held its Cullinan Oncology (CGEM) position steady in Q3 2026 at 728 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

IFP Advisors first reported a position in CGEM in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.3K in Q2 2026. 67 funds tracked by Wall St. Rank hold CGEM as of Q3 2026.

  • IFP Advisors held 728 shares of Cullinan Oncology worth $11.2K as of Q3 2026.
  • IFP Advisors left its Cullinan Oncology share count unchanged in Q3 2026.
  • Cullinan Oncology made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3313 holding.
  • IFP Advisors first reported a position in Cullinan Oncology in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's Cullinan Oncology position peaked at $13.3K in Q2 2026.
  • 67 funds tracked by Wall St. Rank held Cullinan Oncology as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.