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Rothschild Investment LLC’s CG Oncology CGON Stock Holding History

Rothschild Investment LLC’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
Q1 		$6.9K Buy
102
+12
+13% +$680 ﹤0.01% 1887
2025
Q4 		$3.74K Hold
90
– – ﹤0.01% 2043
2025
Q3 		$3.63K Sell
90
-20
-18% -$581 ﹤0.01% 1861
2025
Q2 		$2.86K Buy
110
+65
+144% +$1.57K ﹤0.01% 1820
2025
Q1 		$1.1K Buy
45
+20
+80% +$563 ﹤0.01% 2283
2024
Q4 		$717 Hold
25
– – ﹤0.01% 2396
2024
Q3 		$943 Buy
25
+15
+150% +$526 ﹤0.01% 2205
2024
Q2 		$316 Buy
+10
New +$347 ﹤0.01% 2269

Other funds holding CGON

RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Rothschild Investment LLC's CGON Position: Q1 2026 in Review

Rothschild Investment LLC increased its CG Oncology (CGON) stake by 13% in Q1 2026, buying an estimated $680 and bringing the position to 102 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

Rothschild Investment LLC first reported a position in CGON in Q2 2024 and has held it in 8 quarters since. 233 funds tracked by Wall St. Rank hold CGON as of Q1 2026.

  • Rothschild Investment LLC held 102 shares of CG Oncology worth $6.9K as of Q1 2026.
  • Rothschild Investment LLC bought 12 CG Oncology shares in Q1 2026, an estimated $680.
  • CG Oncology made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1887 holding.
  • Rothschild Investment LLC first reported a position in CG Oncology in Q2 2024 and has held it in 8 quarters since.
  • 233 funds tracked by Wall St. Rank held CG Oncology as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.