Creative Planning
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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
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

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

Creative Planning's NGNE Position: Q1 2025 in Review

Creative Planning sold out of Neurogene (NGNE) in Q1 2025, closing a stake of 41 shares — an estimated $937 sold.

Creative Planning first reported a position in NGNE in Q4 2016 and held it in 3 quarters. The position peaked at $53K in Q2 2018. 85 funds tracked by Wall St. Rank hold NGNE as of Q1 2025.

  • Creative Planning reported no remaining Neurogene position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 41 Neurogene shares in Q1 2025, an estimated $937.
  • Creative Planning first reported a position in Neurogene in Q4 2016 and held it in 3 quarters.
  • Creative Planning's Neurogene position peaked at $53K in Q2 2018.
  • 85 funds tracked by Wall St. Rank held Neurogene as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.