APW
NGEN

Aventura Private Wealth’s NervGen Pharma NGEN Stock Holding History

Aventura Private Wealth’s Portfolio NGEN Stock Details NGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14K Sell
6,780
-100
-1% -$310 ﹤0.01% 538
2026
Q1 		$25.9K Buy
+6,880
New +$29.8K 0.01% 408

Other funds holding NGEN

TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Revisor Wealth Management Akron, Ohio $416M AUM 25.24% 1-Year Est. Return

Aventura Private Wealth's NGEN Position: Q2 2026 in Review

Aventura Private Wealth reduced its NervGen Pharma (NGEN) stake by 1.5% in Q2 2026, selling an estimated $310 and leaving 6,780 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Aventura Private Wealth first reported a position in NGEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $25.9K in Q1 2026. 5 funds tracked by Wall St. Rank hold NGEN as of Q2 2026.

  • Aventura Private Wealth held 6,780 shares of NervGen Pharma worth $14K as of Q2 2026.
  • Aventura Private Wealth sold 100 NervGen Pharma shares in Q2 2026, an estimated $310.
  • NervGen Pharma made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #538 holding.
  • Aventura Private Wealth first reported a position in NervGen Pharma in Q1 2026 and has held it in 2 quarters since.
  • Aventura Private Wealth's NervGen Pharma position peaked at $25.9K in Q1 2026.
  • 5 funds tracked by Wall St. Rank held NervGen Pharma as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.