Ares Financial Consulting’s Precigen PGEN Stock Holding History

Ares Financial Consulting’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	$34	Hold	6	–	–	﹤0.01%	1130
2026 Q1	$24	Hold	6	–	–	﹤0.01%	1065
2025 Q4	$25	Buy	+6	New	+$23	﹤0.01%	893

Other funds holding PGEN

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

LSA

Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

GLR Partners Columbia, Maryland $215M AUM

IIWM

Investment Insight Wealth Management North Massapequa, New York $115M AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Ares Financial Consulting's PGEN Position: Q2 2026 in Review

Ares Financial Consulting held its Precigen (PGEN) position steady in Q2 2026 at 6 shares worth $34. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Ares Financial Consulting first reported a position in PGEN in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

Ares Financial Consulting held 6 shares of Precigen worth $34 as of Q2 2026.
Ares Financial Consulting left its Precigen share count unchanged in Q2 2026.
Precigen made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1130 holding.
Ares Financial Consulting first reported a position in Precigen in Q4 2025 and has held it in 3 quarters since.
53 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.