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Bleakley Financial Group’s Precigen PGEN Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-34,888
Closed -$39.1K – 850
2024
Q4 		$39.1K Sell
34,888
-332
-0.9% -$283 ﹤0.01% 1028
2024
Q3 		$33.4K Sell
35,220
-4,294
-11% -$5.42K ﹤0.01% 1009
2024
Q2 		$62.4K Buy
39,514
+4,310
+12% +$6.26K ﹤0.01% 969
2024
Q1 		$51K Buy
35,204
+959
+3% +$1.38K ﹤0.01% 965
2023
Q4 		$45.9K Sell
34,245
-10,731
-24% -$12.6K ﹤0.01% 930
2023
Q3 		$63.9K Buy
44,976
+1,785
+4% +$2.53K ﹤0.01% 848
2023
Q2 		$49.7K Buy
43,191
+4,121
+11% +$4.87K ﹤0.01% 902
2023
Q1 		$41.4K Buy
39,070
+1,463
+4% +$2.11K ﹤0.01% 881
2022
Q4 		$57.2K Buy
+37,607
New +$64.7K ﹤0.01% 837

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Bleakley Financial Group's PGEN Position: Q1 2025 in Review

Bleakley Financial Group sold out of Precigen (PGEN) in Q1 2025, closing a stake of 34,888 shares — an estimated $39.1K sold.

Bleakley Financial Group first reported a position in PGEN in Q4 2022 and held it in 9 quarters. The position peaked at $63.9K in Q3 2023. 138 funds tracked by Wall St. Rank hold PGEN as of Q1 2025.

  • Bleakley Financial Group reported no remaining Precigen position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 34,888 Precigen shares in Q1 2025, an estimated $39.1K.
  • Bleakley Financial Group first reported a position in Precigen in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Precigen position peaked at $63.9K in Q3 2023.
  • 138 funds tracked by Wall St. Rank held Precigen as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.