IFP Advisors’s Neurogene NGNE Stock Holding History

IFP 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 Q3	$28	Hold	1	–	–	﹤0.01%	5111
2026 Q2	$31	Hold	1	–	–	﹤0.01%	5050
2026 Q1	$20	Buy	+1	New	+$19	﹤0.01%	4922
2025 Q2	–	Hold	0	–	–	–	4536
2025 Q1	–	Hold	0	–	–	–	3989
2024 Q4	–	Hold	0	–	–	–	3980

Other funds holding NGNE

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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's NGNE Position: Q3 2026 in Review

IFP Advisors held its Neurogene (NGNE) position steady in Q3 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #5111.

IFP Advisors first reported a position in NGNE in Q1 2026 and has held it in 3 quarters since. The position peaked at $31 in Q2 2026. 7 funds tracked by Wall St. Rank hold NGNE as of Q3 2026.

IFP Advisors held 1 share of Neurogene worth $28 as of Q3 2026.
IFP Advisors left its Neurogene share count unchanged in Q3 2026.
Neurogene made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5111 holding.
IFP Advisors first reported a position in Neurogene in Q1 2026 and has held it in 3 quarters since.
IFP Advisors's Neurogene position peaked at $31 in Q2 2026.
7 funds tracked by Wall St. Rank held Neurogene as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.