Root Financial Partners
CGON icon

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
Q3 		$496 Buy
+7
New +$514 ﹤0.01% 3231
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

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Candriam SCA
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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

Root Financial Partners's CGON Position: Q3 2026 in Review

Root Financial Partners opened a new position in CG Oncology (CGON) in Q3 2026: 7 shares worth $496. The stake represents ﹤0.01% of the portfolio and ranks #3231 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CGON as recently as Q1 2026.

Root Financial Partners first reported a position in CGON in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold CGON as of Q3 2026.

  • Root Financial Partners held 7 shares of CG Oncology worth $496 as of Q3 2026.
  • CG Oncology was a new Root Financial Partners position in Q3 2026.
  • CG Oncology made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3231 holding.
  • Root Financial Partners first reported a position in CG Oncology in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held CG Oncology as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.