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EverSource Wealth Advisors’s Neurogene NGNE Stock Holding History

EverSource Wealth Advisors’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 		$849 Sell
27
-17
-39% -$468 ﹤0.01% 4017
2026
Q1 		$888 Hold
44
– – ﹤0.01% 3894
2025
Q4 		$907 Hold
44
– – ﹤0.01% 3732
2025
Q3 		$762 Buy
44
+27
+159% +$542 ﹤0.01% 3835
2025
Q2 		$254 Sell
17
-1
-6% -$16 ﹤0.01% 4027
2025
Q1 		$211 Buy
+18
New +$313 ﹤0.01% 3696

Other funds holding NGNE

SB
Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
BlackRock
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
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 Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

EverSource Wealth Advisors's NGNE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Neurogene (NGNE) stake by 39% in Q2 2026, selling an estimated $468 and leaving 27 shares worth $849. The position accounts for ﹤0.01% of the portfolio, ranked #4017.

EverSource Wealth Advisors first reported a position in NGNE in Q1 2025 and has held it in 6 quarters since. The position peaked at $907 in Q4 2025. 112 funds tracked by Wall St. Rank hold NGNE as of Q2 2026.

  • EverSource Wealth Advisors held 27 shares of Neurogene worth $849 as of Q2 2026.
  • EverSource Wealth Advisors sold 17 Neurogene shares in Q2 2026, an estimated $468.
  • Neurogene made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4017 holding.
  • EverSource Wealth Advisors first reported a position in Neurogene in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Neurogene position peaked at $907 in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Neurogene as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.