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Neurogene shares owned by UMA Financial Services

Quarter-by-quarter ownership of Neurogene (NGNE) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Neurogene

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All positions including Neurogene held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Neurogene by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $663 29 22.86

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Neurogene

Samsara BioCapital
Rtw Investments
Redmile Group
Casdin Capital
EcoR1 Capital
Baker Bros. Advisors
BlackRock
Balyasny Asset Management
Toronto-Dominion Bank
Vanguard Group
Arrowpoint Asset Management
Morgan Stanley
Dr. Jeffrey R. Jay, M.D.
Jennison Associates
Octagon Capital Advisors

View all funds holding Neurogene