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Allworth Financial’s Precigen PGEN Stock Holding History

Allworth Financial’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
Q2 		$7.02K Buy
1,232
+1,001
+433% +$4.33K ﹤0.01% 3943
2026
Q1 		$894 Buy
231
+135
+141% +$554 ﹤0.01% 4601
2025
Q4 		$402 Sell
96
-193
-67% -$747 ﹤0.01% 4578
2025
Q3 		$951 Sell
289
-5
-2% -$14 ﹤0.01% 4271
2025
Q2 		$418 Buy
+294
New +$418 ﹤0.01% 4180
2022
Q3 		– Sell
-19
Closed – – 2994
2022
Q2 		$0 Buy
+19
New +$28 ﹤0.01% 2699

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allworth Financial's PGEN Position: Q2 2026 in Review

Allworth Financial increased its Precigen (PGEN) stake by 433% in Q2 2026, buying an estimated $4.33K and bringing the position to 1,232 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3943.

Allworth Financial first reported a position in PGEN in Q2 2022 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Allworth Financial held 1,232 shares of Precigen worth $7.02K as of Q2 2026.
  • Allworth Financial bought 1,001 Precigen shares in Q2 2026, an estimated $4.33K.
  • Precigen made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3943 holding.
  • Allworth Financial first reported a position in Precigen in Q2 2022 and has held it in 6 quarters since.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.