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Integrated Wealth Concepts’s Neurogene NGNE Stock Holding History

Integrated Wealth Concepts’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 		$3.3K Buy
+105
New +$2.89K ﹤0.01% 5177

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

Integrated Wealth Concepts's NGNE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Neurogene (NGNE) in Q2 2026: 105 shares worth $3.3K. The stake represents ﹤0.01% of the portfolio and ranks #5177 among its holdings.

112 funds tracked by Wall St. Rank hold NGNE as of Q2 2026.

  • Integrated Wealth Concepts held 105 shares of Neurogene worth $3.3K as of Q2 2026.
  • Neurogene was a new Integrated Wealth Concepts position in Q2 2026.
  • Neurogene made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5177 holding.
  • 112 funds tracked by Wall St. Rank held Neurogene as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.