Root Financial Partners
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Root Financial Partners’s Neurogene NGNE Stock Holding History

Root Financial Partners’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
2026
Q3 		$417 Buy
+15
New +$535 ﹤0.01% 3281

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Root Financial Partners's NGNE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Neurogene (NGNE) in Q3 2026: 15 shares worth $417. The stake represents ﹤0.01% of the portfolio and ranks #3281 among its holdings.

9 funds tracked by Wall St. Rank hold NGNE as of Q3 2026.

  • Root Financial Partners held 15 shares of Neurogene worth $417 as of Q3 2026.
  • Neurogene was a new Root Financial Partners position in Q3 2026.
  • Neurogene made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3281 holding.
  • 9 funds tracked by Wall St. Rank held Neurogene as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.