McKinley Carter Wealth Services’s NervGen Pharma NGEN Stock Holding History

McKinley Carter Wealth Services’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	$116K	Buy	+30,892	New	+$134K	0.01%	303

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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

McKinley Carter Wealth Services's NGEN Position: Q1 2026 in Review

McKinley Carter Wealth Services opened a new position in NervGen Pharma (NGEN) in Q1 2026: 30,892 shares worth $116K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings.

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

McKinley Carter Wealth Services held 30,892 shares of NervGen Pharma worth $116K as of Q1 2026.
NervGen Pharma was a new McKinley Carter Wealth Services position in Q1 2026.
NervGen Pharma made up 0.01% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #303 holding.
45 funds tracked by Wall St. Rank held NervGen Pharma as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.