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Root Financial Partners’s CG Oncology CGON Stock Holding History

Root Financial Partners’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 		– Sell
-2
Closed -$135 – 914
2026
Q1 		$135 Hold
2
– – ﹤0.01% 3229
2025
Q4 		$83 Buy
+2
New +$83 ﹤0.01% 2344

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

Root Financial Partners's CGON Position: Q2 2026 in Review

Root Financial Partners sold out of CG Oncology (CGON) in Q2 2026, closing a stake of 2 shares — an estimated $135 sold.

Root Financial Partners first reported a position in CGON in Q4 2025 and held it in 2 quarters. The position peaked at $135 in Q1 2026. 227 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

  • Root Financial Partners reported no remaining CG Oncology position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2 CG Oncology shares in Q2 2026, an estimated $135.
  • Root Financial Partners first reported a position in CG Oncology in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's CG Oncology position peaked at $135 in Q1 2026.
  • 227 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.