Kestra Advisory Services’s Niagen Bioscience NAGE Stock Holding History

Kestra Advisory Services’s Portfolio NAGE Stock Details NAGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$71.5K	Buy	24,500 +11,000	+81%	+$35.1K	﹤0.01%	3376
2026 Q2	$43.1K	Buy	+13,500	New	+$54.8K	﹤0.01%	3219
2026 Q1	–	Sell	-10,995	Closed	-$69.9K	–	4571
2025 Q4	$69.9K	Buy	+10,995	New	+$76.5K	﹤0.01%	3713
2024 Q4	–	Sell	-23,640	Closed	-$86.3K	–	2849
2024 Q3	$86.3K	Buy	23,640 +2,640	+13%	+$8.31K	﹤0.01%	2483
2024 Q2	$57.3K	Hold	21,000	–	–	﹤0.01%	2553
2024 Q1	$73.1K	Hold	21,000	–	–	﹤0.01%	2383
2023 Q4	$30K	Hold	21,000	–	–	﹤0.01%	2242
2023 Q3	$30.7K	Hold	21,000	–	–	﹤0.01%	2074
2023 Q2	$33K	Hold	21,000	–	–	﹤0.01%	2062
2023 Q1	$32.1K	Hold	21,000	–	–	﹤0.01%	2013
2022 Q4	$35.3K	Hold	21,000	–	–	﹤0.01%	2198
2022 Q3	$26K	Sell	21,000 -2,400	-10%	-$3.86K	﹤0.01%	2065
2022 Q2	$39K	Buy	23,400 +2,400	+11%	+$4.69K	﹤0.01%	2058
2022 Q1	$52K	Hold	21,000	–	–	﹤0.01%	1963
2021 Q4	$79K	Hold	21,000	–	–	﹤0.01%	1955
2021 Q3	$132K	Hold	21,000	–	–	﹤0.01%	2033
2021 Q2	$207K	Hold	21,000	–	–	﹤0.01%	1846
2021 Q1	$196K	Sell	21,000 -60,767	-74%	-$482K	﹤0.01%	1736
2020 Q4	$397K	Buy	+81,767	New	+$399K	﹤0.01%	1324

Other funds holding NAGE

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Kestra Advisory Services's NAGE Position: Q3 2026 in Review

Kestra Advisory Services increased its Niagen Bioscience (NAGE) stake by 81% in Q3 2026, buying an estimated $35.1K and bringing the position to 24,500 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Kestra Advisory Services first reported a position in NAGE in Q4 2020 and has held it in 19 quarters since. The position peaked at $397K in Q4 2020. 45 funds tracked by Wall St. Rank hold NAGE as of Q3 2026.

Kestra Advisory Services held 24,500 shares of Niagen Bioscience worth $71.5K as of Q3 2026.
Kestra Advisory Services bought 11,000 Niagen Bioscience shares in Q3 2026, an estimated $35.1K.
Niagen Bioscience made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3376 holding.
Kestra Advisory Services first reported a position in Niagen Bioscience in Q4 2020 and has held it in 19 quarters since.
Kestra Advisory Services's Niagen Bioscience position peaked at $397K in Q4 2020.
45 funds tracked by Wall St. Rank held Niagen Bioscience as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.