Apella Capital’s Precigen PGEN Stock Holding History

Apella Capital’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	$160K	Hold	28,985	–	–	﹤0.01%	680
2026 Q1	$115K	Hold	28,985	–	–	﹤0.01%	662
2025 Q4	$121K	Hold	28,985	–	–	﹤0.01%	524
2025 Q3	$101K	Hold	28,985	–	–	﹤0.01%	466
2025 Q2	$46.1K	Hold	28,985	–	–	﹤0.01%	417
2025 Q1	$40.3K	Buy	+28,985	New	+$45.6K	﹤0.01%	383

Other funds holding PGEN

LexAurum Advisors Overland Park, Kansas $866M AUM

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM

Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return