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
Q2 		$32.1K Buy
15,575
+2,638
+20% +$8.19K ﹤0.01% 4162
2026
Q1 		$48.8K Buy
+12,937
New +$56K ﹤0.01% 3987

Other funds holding NGEN

EAM
Empery Asset Management New York $86.5M AUM
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $177M AUM 91.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning's NGEN Position: Q2 2026 in Review

Creative Planning increased its NervGen Pharma (NGEN) stake by 20% in Q2 2026, buying an estimated $8.19K and bringing the position to 15,575 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4162.

Creative Planning first reported a position in NGEN in Q1 2026 and has held it in 2 quarters since. The position peaked at $48.8K in Q1 2026. 62 funds tracked by Wall St. Rank hold NGEN as of Q2 2026.

  • Creative Planning held 15,575 shares of NervGen Pharma worth $32.1K as of Q2 2026.
  • Creative Planning bought 2,638 NervGen Pharma shares in Q2 2026, an estimated $8.19K.
  • NervGen Pharma made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4162 holding.
  • Creative Planning first reported a position in NervGen Pharma in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's NervGen Pharma position peaked at $48.8K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held NervGen Pharma as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.