True Wealth Design’s CG Oncology CGON Stock Holding History

True Wealth Design’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	$2.13K	Hold	30	–	–	﹤0.01%	1662
2026 Q1	$2.03K	Hold	30	–	–	﹤0.01%	1533
2025 Q4	$1.25K	Hold	30	–	–	﹤0.01%	1632
2025 Q3	$1.21K	Hold	30	–	–	﹤0.01%	1690
2025 Q2	$780	Sell	30 -21	-41%	-$506	﹤0.01%	1567
2025 Q1	$1.25K	Buy	+51	New	+$1.44K	﹤0.01%	1187

Other funds holding CGON

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAM

AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return

Eleva Capital Paris, France $343M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

True Wealth Design's CGON Position: Q2 2026 in Review

True Wealth Design held its CG Oncology (CGON) position steady in Q2 2026 at 30 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.

True Wealth Design first reported a position in CGON in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold CGON as of Q2 2026.

True Wealth Design held 30 shares of CG Oncology worth $2.13K as of Q2 2026.
True Wealth Design left its CG Oncology share count unchanged in Q2 2026.
CG Oncology made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1662 holding.
True Wealth Design first reported a position in CG Oncology in Q1 2025 and has held it in 6 quarters since.
12 funds tracked by Wall St. Rank held CG Oncology as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.