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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
Q3 		$2.13K Hold
30
– – ﹤0.01% 1660
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

True Wealth Design's CGON Position: Q3 2026 in Review

True Wealth Design held its CG Oncology (CGON) position steady in Q3 2026 at 30 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

True Wealth Design first reported a position in CGON in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.13K in Q2 2026. 8 funds tracked by Wall St. Rank hold CGON as of Q3 2026.

  • True Wealth Design held 30 shares of CG Oncology worth $2.13K as of Q3 2026.
  • True Wealth Design left its CG Oncology share count unchanged in Q3 2026.
  • CG Oncology made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1660 holding.
  • True Wealth Design first reported a position in CG Oncology in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's CG Oncology position peaked at $2.13K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held CG Oncology as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.