Essential Partners’s Neurogene NGNE Stock Holding History

Essential Partners’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 Q3	$556	Hold	20	–	–	﹤0.01%	2378
2026 Q2	$629	Hold	20	–	–	﹤0.01%	2418
2026 Q1	$403	Buy	+20	New	+$387	﹤0.01%	2496

Other funds holding NGNE

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's NGNE Position: Q3 2026 in Review

Essential Partners held its Neurogene (NGNE) position steady in Q3 2026 at 20 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Essential Partners first reported a position in NGNE in Q1 2026 and has held it in 3 quarters since. The position peaked at $629 in Q2 2026. 8 funds tracked by Wall St. Rank hold NGNE as of Q3 2026.

Essential Partners held 20 shares of Neurogene worth $556 as of Q3 2026.
Essential Partners left its Neurogene share count unchanged in Q3 2026.
Neurogene made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2378 holding.
Essential Partners first reported a position in Neurogene in Q1 2026 and has held it in 3 quarters since.
Essential Partners's Neurogene position peaked at $629 in Q2 2026.
8 funds tracked by Wall St. Rank held Neurogene as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.