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Planning Strategies’s CG Oncology CGON Stock Holding History

Planning Strategies’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 		$71 Buy
+1
New +$73 ﹤0.01% 1139

Other funds holding CGON

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Planning Strategies's CGON Position: Q3 2026 in Review

Planning Strategies opened a new position in CG Oncology (CGON) in Q3 2026: 1 share worth $71. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings.

3 funds tracked by Wall St. Rank hold CGON as of Q3 2026.

  • Planning Strategies held 1 share of CG Oncology worth $71 as of Q3 2026.
  • CG Oncology was a new Planning Strategies position in Q3 2026.
  • CG Oncology made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #1139 holding.
  • 3 funds tracked by Wall St. Rank held CG Oncology as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.