CFG Wealth Management Services, Inc.
Position in PTGX — Protagonist Therapeutics, Inc
CIK 2133547
INDIANAPOLIS, XX
Position in PTGX
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$64,399
+$11,821 QoQ
Shares Held
611
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PTGX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026CFG Wealth Management Services, Inc. holds $83,200 across 1 Biotechnology name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLO |
Allogene Therapeutics, Inc.
|
40,000 | $83,200 |
All Filings in PTGX
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,399 | 611 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $52,578 | 602 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||