Integrated Wealth Concepts’s NervGen Pharma NGEN Stock Holding History

Integrated Wealth Concepts’s Portfolio NGEN Stock Details NGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$327K	Buy	+86,815	New	+$376K	﹤0.01%	1799

Other funds holding NGEN

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VFIC

Valley Forge Investment Consultants Audubon, Pennsylvania $334M AUM 17.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Integrated Wealth Concepts's NGEN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in NervGen Pharma (NGEN) in Q1 2026: 86,815 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1799 among its holdings.

45 funds tracked by Wall St. Rank hold NGEN as of Q1 2026.

Integrated Wealth Concepts held 86,815 shares of NervGen Pharma worth $327K as of Q1 2026.
NervGen Pharma was a new Integrated Wealth Concepts position in Q1 2026.
NervGen Pharma made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1799 holding.
45 funds tracked by Wall St. Rank held NervGen Pharma as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.