LPL Financial
CGON icon

LPL Financial’s CG Oncology CGON Stock Holding History

LPL Financial’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 		$551K Buy
7,761
+1,278
+20% +$83.5K ﹤0.01% 4935
2026
Q1 		$439K Buy
6,483
+282
+5% +$16K ﹤0.01% 4886
2025
Q4 		$257K Buy
6,201
+551
+10% +$22.8K ﹤0.01% 5264
2025
Q3 		$228K Buy
+5,650
New +$164K ﹤0.01% 5266

Other funds holding CGON

RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's CGON Position: Q2 2026 in Review

LPL Financial increased its CG Oncology (CGON) stake by 20% in Q2 2026, buying an estimated $83.5K and bringing the position to 7,761 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #4935.

LPL Financial first reported a position in CGON in Q3 2025 and has held it in 4 quarters since. 227 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

  • LPL Financial held 7,761 shares of CG Oncology worth $551K as of Q2 2026.
  • LPL Financial bought 1,278 CG Oncology shares in Q2 2026, an estimated $83.5K.
  • CG Oncology made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4935 holding.
  • LPL Financial first reported a position in CG Oncology in Q3 2025 and has held it in 4 quarters since.
  • 227 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.