N.E.W. Advisory Services’s Compugen CGEN Stock Holding History

N.E.W. Advisory Services’s Portfolio CGEN Stock Details CGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$856	Hold	400	–	–	﹤0.01%	935
2026 Q1	$852	Hold	400	–	–	﹤0.01%	884
2025 Q4	$612	Hold	400	–	–	﹤0.01%	882
2025 Q3	$588	Hold	400	–	–	﹤0.01%	830
2025 Q2	$712	Hold	400	–	–	﹤0.01%	823
2025 Q1	$584	Buy	+400	New	+$781	﹤0.01%	890

Other funds holding CGEN

TFCM

Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

YLHM

Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return

Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return

RIL

Rothschild Investment LLC Chicago, Illinois $2.68B AUM 34.39% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

MAA

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

ERIC

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

N.E.W. Advisory Services's CGEN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Compugen (CGEN) position steady in Q2 2026 at 400 shares worth $856. The position accounts for ﹤0.01% of the portfolio, ranked #935.

N.E.W. Advisory Services first reported a position in CGEN in Q1 2025 and has held it in 6 quarters since. 36 funds tracked by Wall St. Rank hold CGEN as of Q2 2026.

N.E.W. Advisory Services held 400 shares of Compugen worth $856 as of Q2 2026.
N.E.W. Advisory Services left its Compugen share count unchanged in Q2 2026.
Compugen made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #935 holding.
N.E.W. Advisory Services first reported a position in Compugen in Q1 2025 and has held it in 6 quarters since.
36 funds tracked by Wall St. Rank held Compugen as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.