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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
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 $1.03B AUM 214.94% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

EverSource Wealth Advisors's NGNE Position: Q1 2026 in Review

EverSource Wealth Advisors held its Neurogene (NGNE) position steady in Q1 2026 at 44 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #3894.

EverSource Wealth Advisors first reported a position in NGNE in Q1 2025 and has held it in 5 quarters since. The position peaked at $907 in Q4 2025. 96 funds tracked by Wall St. Rank hold NGNE as of Q1 2026.

  • EverSource Wealth Advisors held 44 shares of Neurogene worth $888 as of Q1 2026.
  • EverSource Wealth Advisors left its Neurogene share count unchanged in Q1 2026.
  • Neurogene made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3894 holding.
  • EverSource Wealth Advisors first reported a position in Neurogene in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Neurogene position peaked at $907 in Q4 2025.
  • 96 funds tracked by Wall St. Rank held Neurogene as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.