Tobias Financial Advisors’s CARGO Therapeutics CRGX Stock Holding History

Tobias Financial Advisors’s Portfolio CRGX Stock Details CRGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-27,600	Closed	-$114K	–	133
2025 Q2	$114K	Hold	27,600	–	–	0.02%	121
2025 Q1	$112K	Buy	+27,600	New	+$185K	0.02%	111

Other funds holding CRGX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tobias Financial Advisors's CRGX Position: Q3 2025 in Review

Tobias Financial Advisors sold out of CARGO Therapeutics (CRGX) in Q3 2025, closing a stake of 27,600 shares — an estimated $114K sold.

Tobias Financial Advisors first reported a position in CRGX in Q1 2025 and held it in 2 quarters. The position peaked at $114K in Q2 2025. 1 fund tracked by Wall St. Rank holds CRGX as of Q3 2025.

Tobias Financial Advisors reported no remaining CARGO Therapeutics position as of Q3 2025 after selling out during the quarter.
Tobias Financial Advisors sold 27,600 CARGO Therapeutics shares in Q3 2025, an estimated $114K.
Tobias Financial Advisors first reported a position in CARGO Therapeutics in Q1 2025 and held it in 2 quarters.
Tobias Financial Advisors's CARGO Therapeutics position peaked at $114K in Q2 2025.
1 fund tracked by Wall St. Rank held CARGO Therapeutics as of Q3 2025.

Based on Tobias Financial Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.