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Optimize Financial’s Cullinan Oncology CGEM Stock Holding History

Optimize Financial’s Portfolio CGEM Stock Details CGEM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,755
Closed -$143K – 235
2024
Q4 		$143K Buy
+11,755
New +$143K 0.11% 229