Cardiogenesis Corp /CA hedge fund holdings
CGCP$21.18-0.03 (-0.14%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
CGCP · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-7.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 121 | 40 | $562M | $49.5M | 251 | Aug 14, 2025 |
| Q3 2025 | 137 | 46 | $618M | $145M | 260 | Nov 14, 2025 |
| Q4 2025 | 159 | 37 | $737M | $210M | 297 | Feb 14, 2026 |
| Q1 2026 | 148 | 50 | $905M | $54.6M | 298 | May 15, 2026 |
| Q2 2026 | 137 | 53 | $1.15B | $104M | 314 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
314 filersNew position
26$80.8M+3.63M sh
Increased
111$1.07B+48.1M sh
Reduced
42-$84.9M-3.81M sh
Out / sold
11-$18.6M-836K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Capital International Investors | Added 40.16% | +$466M | $1.63B | 0.34% | Aug 12, 2026 |
| Northwest Financial Advisors | New Buy | +$32.5M | $32.5M | 4.33% | Jul 27, 2026 |
| Convergence Financial, LLC | Added 160.37% | +$19.7M | $32M | 2.54% | Aug 5, 2026 |
| Compton Financial Group, LLC | Added 197.98% | +$19.3M | $29M | 5.58% | Aug 12, 2026 |
| Diversify Advisory Services, LLC | New Buy | +$18M | $18M | 0.30% | Aug 10, 2026 |
| Alpha Financial Advisors, LLC | Added 1238.79% | +$17.1M | $18.5M | 4.83% | Aug 13, 2026 |
| MML Investors Services, LLC | Added 28.45% | +$15.4M | $69.6M | 0.14% | Aug 7, 2026 |
| Independent Advisor Alliance | Sell 100% | -$14.2M | $0 | 0.00% | Aug 12, 2026 |
| Kestra Investment Management, LLC | Reduce 30.80% | -$13.8M | $30.9M | 0.60% | Aug 5, 2026 |
| Confluence Wealth Services, Inc. | Added 36.22% | +$13.5M | $50.8M | 1.45% | Jul 22, 2026 |
| WNY Asset Management, LLC | Reduce 10.92% | -$10.2M | $83.6M | 7.46% | Aug 17, 2026 |
| Waterloo Capital, L.P. | New Buy | +$8.57M | $8.57M | 0.48% | Jul 29, 2026 |
| Equity Wealth Partners, LLC | Added 2560.33% | +$7.42M | $7.71M | 2.77% | Jul 28, 2026 |
| Baird Financial Group, Inc. | Added 15.34% | +$7.16M | $53.9M | 0.07% | Aug 12, 2026 |
| Independent Financial Group, LLC | Added 378.73% | +$5.17M | $6.54M | 0.12% | Jul 15, 2026 |
| January Capital Advisors LLC | Reduce 37.93% | -$5.02M | $8.22M | 6.87% | Aug 25, 2026 |
| Souders Financial Advisors | Added 6.61% | +$4.75M | $76.7M | 7.71% | Aug 5, 2026 |
| Benjamin Edwards Inc | Added 6.18% | +$4.46M | $76.6M | 0.70% | Jul 24, 2026 |
| Valmark Advisers, Inc. | Added 7.84% | +$3.64M | $50.1M | 0.53% | Aug 6, 2026 |
| Diversify Wealth Management, LLC | Reduce 16.26% | -$3.49M | $18M | 0.30% | Jul 30, 2026 |
| Lodestone Wealth Management LLC | Added 42.19% | +$3.47M | $11.7M | 4.12% | Jul 24, 2026 |
| Entruity Wealth, LLC | Reduce 33.43% | -$3.44M | $6.85M | 4.43% | Aug 13, 2026 |
| Johnson Bixby & Associates, LLC | Reduce 17.72% | -$3.06M | $14.2M | 1.59% | Jul 16, 2026 |
| Aprio Wealth Management, LLC | Reduce 13.52% | -$2.89M | $18.5M | 0.91% | Jul 24, 2026 |
| New England Capital Financial Advisors LLC | Reduce 49.38% | -$2.89M | $2.97M | 0.71% | Jul 27, 2026 |
| &Partners | Reduce 2.49% | -$2.72M | $107M | 0.44% | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | Reduce 43.18% | -$2.57M | $3.38M | 0.20% | Aug 4, 2026 |
| IFG Advisory, LLC | New Buy | +$2.07M | $2.07M | 0.07% | Aug 14, 2026 |
| D.A. Davidson & Co. | Added 9.08% | +$1.83M | $21.9M | 0.12% | Jul 24, 2026 |
| Freedom Financial Partners LLC | Reduce 19.20% | -$1.82M | $7.66M | 2.49% | Aug 6, 2026 |
| Roehl & Yi Investment Advisors, LLC | New Buy | +$1.77M | $1.77M | 0.58% | Aug 14, 2026 |
| Assetmark, Inc | Added 65.39% | +$1.69M | $4.28M | 0.01% | Jul 30, 2026 |
| Stonebridge Financial Group, LLC | Added 3.47% | +$1.6M | $47.6M | 3.61% | Jul 6, 2026 |
| Capital Analysts, LLC | Added 34.66% | +$1.54M | $5.97M | 0.14% | Aug 5, 2026 |
| Richmond Investment Services, LLC | Sell 100% | -$1.53M | $0 | 0.00% | Jul 27, 2026 |
| Sovran Advisors, LLC | Added 10.47% | +$1.46M | $15.4M | 1.14% | Jul 30, 2026 |
| McGlone Suttner Wealth Management, Inc. | Added 4.46% | +$1.42M | $33.3M | 3.91% | Jul 21, 2026 |
| Wise Wealth Partners | Sell 100% | -$1.3M | $0 | 0.00% | Jul 28, 2026 |
| Sittner & Nelson, LLC | Added 461.26% | +$1.29M | $1.57M | 0.49% | Aug 7, 2026 |
| Greenbush Financial Group, LLC | Added 10.22% | +$1.29M | $13.9M | 4.09% | Jul 21, 2026 |
| Wood Tarver Financial Group, LLC | Added 4.68% | +$1.24M | $27.8M | 6.56% | Aug 13, 2026 |
| COFG Advisors, LLC | New Buy | +$1.22M | $1.22M | 0.21% | Aug 14, 2026 |
| Kintra Wealth, LLC | Added 124.31% | +$1.21M | $2.18M | 0.11% | Aug 14, 2026 |
| Boyer Financial Services, Inc. | Added 24.71% | +$1.14M | $5.76M | 4.87% | Jul 20, 2026 |
| Midwest Heritage Bank, FSB | Added 3.77% | +$1.11M | $30.7M | 8.70% | Jul 28, 2026 |
| Lanark Financial, Inc. | Added 80.70% | +$1.11M | $2.49M | 0.17% | Jul 21, 2026 |
| CVFG LLC | Added 46.10% | +$1.09M | $3.44M | 0.36% | Aug 11, 2026 |
| Michael Brady & Co., LLC | Added 217.96% | +$1.07M | $1.57M | 1.38% | Aug 14, 2026 |
| Bernardo Wealth Planning LLC | Added 3.82% | +$1.02M | $27.6M | 4.72% | Jul 27, 2026 |
| Core Wealth Partners LLC | Reduce 16.38% | -$996K | $5.08M | 2.17% | Jul 17, 2026 |
| Evolve Private Wealth, LLC | Added 4.86% | +$996K | $21.5M | 1.31% | Aug 12, 2026 |
| Old Mission Capital LLC | Sell 100% | -$967K | $0 | 0.00% | Aug 14, 2026 |
| Leigh Baldwin & Co., LLC | Added 20.09% | +$932K | $5.57M | 3.00% | Aug 13, 2026 |
| Natixis Advisors, LLC | Added 17.98% | +$909K | $5.96M | 0.01% | Aug 14, 2026 |
| Condor Capital Management | Added 4.91% | +$893K | $19.1M | 1.43% | Aug 12, 2026 |
| Merited Wealth, LLC | Reduce 56.30% | -$839K | $651K | 0.46% | Aug 14, 2026 |
| Mutual Advisors, LLC | Added 6.83% | +$780K | $12.2M | 0.23% | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | New Buy | +$779K | $779K | 0.01% | Aug 14, 2026 |
| Midwest Financial Network, LLC | Reduce 18.72% | -$763K | $3.32M | 2.26% | Jul 7, 2026 |
| FinDec Wealth Services, Inc. | Added 4.99% | +$718K | $15.1M | 17.82% | Aug 6, 2026 |
| AA Financial Advisors, LLC | Added 6.51% | +$708K | $11.6M | 1.39% | Jul 20, 2026 |
| Bridgewealth Advisory Group, LLC | Added 5.33% | +$675K | $13.4M | 2.52% | Jul 27, 2026 |
| Landmark Wealth Management, LLC | Added 8.76% | +$661K | $8.2M | 1.96% | Aug 10, 2026 |
| Kestra Private Wealth Services, LLC | Added 30.12% | +$572K | $2.47M | 0.03% | Jul 28, 2026 |
| IAM Advisory, LLC | Added 1.99% | +$565K | $29M | 5.65% | Jul 14, 2026 |
| NavPoint Financial, Inc. | Added 3.55% | +$543K | $15.8M | 5.87% | Jul 23, 2026 |
| Main Line Retirement Advisors, LLC | Added 2.84% | +$529K | $19.2M | 8.78% | Jul 30, 2026 |
| ST Germain D J Co Inc | Added 1.86% | +$480K | $26.3M | 0.95% | Jul 21, 2026 |
| Ruggaard & Associates LLC | Reduce 3.38% | -$479K | $13.7M | 4.91% | Aug 17, 2026 |
| Adamsbrown Wealth Consultants LLC | Reduce 5.49% | -$479K | $8.23M | 1.55% | Jul 9, 2026 |
| Inspire Advisors, LLC | Added 10.17% | +$463K | $5.02M | 0.35% | Aug 13, 2026 |
| Venture Visionary Partners LLC | Added 37.39% | +$461K | $1.69M | 0.05% | Jul 27, 2026 |
| Ethos Capital Management, Inc. | Reduce 33.65% | -$460K | $907K | 0.65% | Jul 16, 2026 |
| Affiance Financial, LLC | Added 5.04% | +$395K | $8.24M | 1.18% | Jul 9, 2026 |
| Sigma Planning Corp | New Buy | +$391K | $391K | 0.01% | Aug 7, 2026 |
| Smith Thornton Advisors LLC | Added 6.14% | +$359K | $6.21M | 2.74% | Jul 14, 2026 |
| Axxcess Wealth Management, LLC | New Buy | +$357K | $357K | 0.01% | Jul 28, 2026 |
| Clear Harbor Asset Management, LLC | Reduce 36.78% | -$353K | $606K | 0.04% | Aug 12, 2026 |
| Vigil Wealth Management, LLC | Reduce 6.71% | -$345K | $4.8M | 3.42% | Aug 5, 2026 |
| Trinity Wealth Management, LLC | Added 21.03% | +$341K | $1.96M | 0.62% | Jul 7, 2026 |
| Hunter Associates Investment Management LLC | Added 6.28% | +$340K | $5.75M | 0.66% | Jul 23, 2026 |
| Nations Financial Group Inc, /Ia/ | Added 9.69% | +$336K | $3.81M | 0.18% | Jul 23, 2026 |
| Florida Financial Advisors, LLC | New Buy | +$322K | $322K | 0.05% | Aug 10, 2026 |
| Stewardship Concepts Financial Services LLC | Added 7.84% | +$320K | $4.4M | 2.96% | Jul 14, 2026 |
| Moors & Cabot, Inc. | New Buy | +$306K | $306K | 0.01% | Aug 10, 2026 |
| Sun Group Wealth Partners | New Buy | +$306K | $306K | 0.21% | Jul 23, 2026 |
| Flynn Zito Capital Management, LLC | Added 4.69% | +$303K | $6.78M | 1.84% | Jul 24, 2026 |
| Fearless Solutions, LLC dba Best Invest | Reduce 5.20% | -$296K | $5.4M | 2.85% | Jul 22, 2026 |
| Zacks Investment Management | Sell 100% | -$292K | $0 | 0.00% | Aug 13, 2026 |
| J. Derek Lewis & Associates Inc. | Added 1.87% | +$275K | $15M | 2.83% | Jul 31, 2026 |
| CLG LLC | Added 7.66% | +$272K | $3.82M | 0.84% | Jul 16, 2026 |
| Kingsview Wealth Management, LLC | Reduce 10.59% | -$259K | $2.19M | 0.03% | Aug 19, 2026 |
| King Wealth Management Group | New Buy | +$257K | $257K | 0.03% | Aug 5, 2026 |
| Swisher Financial Concepts, Inc. | Reduce 3.44% | -$247K | $6.93M | 4.37% | Aug 6, 2026 |
| Lincoln Capital LLC | New Buy | +$243K | $243K | 0.04% | Jul 7, 2026 |
| Vantus Wealth LLC | New Buy | +$243K | $243K | 0.13% | Aug 7, 2026 |
| Vestmark Advisory Solutions, Inc. | Added 40.64% | +$242K | $839K | 0.01% | Aug 14, 2026 |
| Gerber Kawasaki Wealth & Investment Management | Added 72.56% | +$242K | $575K | 0.02% | Aug 7, 2026 |
| Western Wealth Management, LLC | Added 6.43% | +$240K | $3.98M | 0.13% | Aug 14, 2026 |
| True Blue Financial, LLC | Added 13.24% | +$230K | $1.97M | 0.83% | Jul 17, 2026 |