BWP
NAGE

BSW Wealth Partners’s Niagen Bioscience NAGE Stock Holding History

BSW Wealth Partners’s Portfolio NAGE Stock Details NAGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-154,000
Closed -$679K – 344
2026
Q1 		$679K Buy
154,000
+13,000
+9% +$70.2K 0.08% 144
2025
Q4 		$897K Buy
141,000
+56,000
+66% +$390K 0.11% 113
2025
Q3 		$793K Hold
85,000
– – 0.1% 113
2025
Q2 		$1.22M Buy
85,000
+3,153
+4% +$31.1K 0.17% 74
2025
Q1 		$565K Sell
81,847
-12,000
-13% -$75.4K 0.09% 142
2024
Q4 		$498K Buy
93,847
+5,000
+6% +$27.4K 0.07% 163
2024
Q3 		$324K Buy
+88,847
New +$280K 0.05% 218

Other funds holding NAGE

SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return