Physician Wealth Advisors’s Neurogene NGNE Stock Holding History

Physician Wealth Advisors’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
2025 Q1	–	Sell	-29	Closed	-$663	–	1499
2024 Q4	$663	Buy	+29	New	+$1.08K	﹤0.01%	1061

Other funds holding NGNE

Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return

Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return

Physician Wealth Advisors's NGNE Position: Q1 2025 in Review

Physician Wealth Advisors sold out of Neurogene (NGNE) in Q1 2025, closing a stake of 29 shares — an estimated $663 sold.

Physician Wealth Advisors first reported a position in NGNE in Q4 2024 and held it in 1 quarter. The position peaked at $663 in Q4 2024. 85 funds tracked by Wall St. Rank hold NGNE as of Q1 2025.

Physician Wealth Advisors reported no remaining Neurogene position as of Q1 2025 after selling out during the quarter.
Physician Wealth Advisors sold 29 Neurogene shares in Q1 2025, an estimated $663.
Physician Wealth Advisors first reported a position in Neurogene in Q4 2024 and held it in 1 quarter.
Physician Wealth Advisors's Neurogene position peaked at $663 in Q4 2024.
85 funds tracked by Wall St. Rank held Neurogene as of Q1 2025.

Based on Physician Wealth Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.