SageView Advisory Group’s Neurogene NGNE Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-45	Closed	-$927	–	1782
2025 Q4	$927	Buy	+45	New	+$1.12K	﹤0.01%	2373

Other funds holding NGNE

Samsara BioCapital Palo Alto, California $1.22B AUM 242.83% 1-Year Est. Return

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

TECP

Trails Edge Capital Partners Atlanta, Georgia $630M AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

SageView Advisory Group's NGNE Position: Q1 2026 in Review

SageView Advisory Group sold out of Neurogene (NGNE) in Q1 2026, closing a stake of 45 shares — an estimated $927 sold.

SageView Advisory Group first reported a position in NGNE in Q4 2025 and held it in 1 quarter. The position peaked at $927 in Q4 2025. 96 funds tracked by Wall St. Rank hold NGNE as of Q1 2026.

SageView Advisory Group reported no remaining Neurogene position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 45 Neurogene shares in Q1 2026, an estimated $927.
SageView Advisory Group first reported a position in Neurogene in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Neurogene position peaked at $927 in Q4 2025.
96 funds tracked by Wall St. Rank held Neurogene as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.