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Planning Strategies Inc. → CGON

Planning Strategies Inc. CGON Position History

CG Oncology, Inc. • Healthcare

Quarters held
1
Latest value
$71
Q3 2026
Peak value
$71
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$711——

Other funds holding CGON

STATE STREET CORP
$244.2M
STATE STREET CORP
$244.2M
STATE STREET CORP
$179.2M
MORGAN STANLEY
$62.3M
Point72 Asset Management, L.P.
$61.4M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
$57.9M
BANK OF AMERICA CORP /DE/
$50.7M
FARALLON CAPITAL MANAGEMENT, L.L.C.
$45.6M

Other Planning Strategies Inc. positions

VGES

VANGUARD RUSSELL 1000 GROWTH ETF

$29.2M
VGES

VANGUARD RUSSELL 1000 GROWTH ETF

$26.3M
BEN

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

$17.9M
BEN

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

$16M
ETHA

ISHARES CORE DIVIDEND GROWTH ETF

$15.6M
ETHA

ISHARES CORE DIVIDEND GROWTH ETF

$15.5M
ETHA

ISHARES MSCI INTL QUALITY FACTOR ETF

$10.3M
ETHA

ISHARES MSCI INTL QUALITY FACTOR ETF

$10.1M