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
Q3 		$931K Buy
13,133
+5,372
+69% +$395K ﹤0.01% 4575
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial's CGON Position: Q3 2026 in Review

LPL Financial increased its CG Oncology (CGON) stake by 69% in Q3 2026, buying an estimated $395K and bringing the position to 13,133 shares worth $931K. The position accounts for ﹤0.01% of the portfolio, ranked #4575.

LPL Financial first reported a position in CGON in Q3 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold CGON as of Q3 2026.

  • LPL Financial held 13,133 shares of CG Oncology worth $931K as of Q3 2026.
  • LPL Financial bought 5,372 CG Oncology shares in Q3 2026, an estimated $395K.
  • CG Oncology made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4575 holding.
  • LPL Financial first reported a position in CG Oncology in Q3 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held CG Oncology as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.