Creative Planning’s Neurogene NGNE Stock Holding History

Creative Planning’s Portfolio NGNE Stock Details NGNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Buy	+10,581	New	+$291K	﹤0.01%	3496
2025 Q1	–	Sell	-41	Closed	-$937	–	3646
2024 Q4	$937	Buy	+41	New	+$1.53K	﹤0.01%	3528
2018 Q3	–	Sell	-1,000	Closed	-$53K	–	2141
2018 Q2	$53K	Buy	+1,000	New	+$261K	﹤0.01%	1845
2017 Q1	–	Sell	-25	Closed	-$8K	–	4823
2016 Q4	$8K	Buy	+25	New	+$6.72K	﹤0.01%	3696

Other funds holding NGNE

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Creative Planning's NGNE Position: Q2 2026 in Review

Creative Planning opened a new position in Neurogene (NGNE) in Q2 2026: 10,581 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #3496 among its holdings. This is a return to the name: Creative Planning previously reported a position in NGNE as recently as Q4 2024.

Creative Planning first reported a position in NGNE in Q4 2016 and has held it in 4 quarters since. 112 funds tracked by Wall St. Rank hold NGNE as of Q2 2026.

Creative Planning held 10,581 shares of Neurogene worth $333K as of Q2 2026.
Neurogene was a new Creative Planning position in Q2 2026.
Neurogene made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3496 holding.
Creative Planning first reported a position in Neurogene in Q4 2016 and has held it in 4 quarters since.
112 funds tracked by Wall St. Rank held Neurogene as of Q2 2026.

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