LPL Financial
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LPL Financial’s NervGen Pharma NGEN Stock Holding History

LPL Financial’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
Q3 		$104K Buy
54,510
+27,800
+104% +$53.3K ﹤0.01% 6013
2026
Q2 		$55K Buy
26,710
+13,310
+99% +$41.3K ﹤0.01% 6015
2026
Q1 		$50.5K Buy
+13,400
New +$58K ﹤0.01% 5785

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Moors & Cabot
Moors & Cabot Boston, Massachusetts $2.65B AUM 29.91% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Traynor Capital Management
Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.17% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

LPL Financial's NGEN Position: Q3 2026 in Review

LPL Financial increased its NervGen Pharma (NGEN) stake by 104% in Q3 2026, buying an estimated $53.3K and bringing the position to 54,510 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #6013.

LPL Financial first reported a position in NGEN in Q1 2026 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold NGEN as of Q3 2026.

  • LPL Financial held 54,510 shares of NervGen Pharma worth $104K as of Q3 2026.
  • LPL Financial bought 27,800 NervGen Pharma shares in Q3 2026, an estimated $53.3K.
  • NervGen Pharma made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6013 holding.
  • LPL Financial first reported a position in NervGen Pharma in Q1 2026 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held NervGen Pharma as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.