SPL
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Superior Planning, LLC’s Precigen PGEN Stock Holding History

Superior Planning, LLC’s Portfolio PGEN Stock Details PGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.12K Buy
+248
New +$1.63K ﹤0.01% 1539

Other funds holding PGEN

Patient Capital Management
Patient Capital Management Baltimore, Maryland $3.15B AUM 29.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Iridian Asset Management
Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's PGEN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Precigen (PGEN) in Q3 2026: 248 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings.

135 funds tracked by Wall St. Rank hold PGEN as of Q3 2026.

  • Superior Planning, LLC held 248 shares of Precigen worth $2.12K as of Q3 2026.
  • Precigen was a new Superior Planning, LLC position in Q3 2026.
  • Precigen made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1539 holding.
  • 135 funds tracked by Wall St. Rank held Precigen as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.