Creative Planning
NGEN

Creative Planning’s NervGen Pharma NGEN Stock Holding History

Creative Planning’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
Q1 		$48.8K Buy
+12,937
New +$56K ﹤0.01% 3987

Other funds holding NGEN

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
VFIC
Valley Forge Investment Consultants Audubon, Pennsylvania $334M AUM 17.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Planning's NGEN Position: Q1 2026 in Review

Creative Planning opened a new position in NervGen Pharma (NGEN) in Q1 2026: 12,937 shares worth $48.8K. The stake represents ﹤0.01% of the portfolio and ranks #3987 among its holdings.

45 funds tracked by Wall St. Rank hold NGEN as of Q1 2026.

  • Creative Planning held 12,937 shares of NervGen Pharma worth $48.8K as of Q1 2026.
  • NervGen Pharma was a new Creative Planning position in Q1 2026.
  • NervGen Pharma made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3987 holding.
  • 45 funds tracked by Wall St. Rank held NervGen Pharma as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.