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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
2026
Q2 		$204K Buy
+35,715
New +$154K ﹤0.01% 940
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 $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 $3.38T AUM 44.17% 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

Bleakley Financial Group's PGEN Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Precigen (PGEN) in Q2 2026: 35,715 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #940 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in PGEN as recently as Q4 2024.

Bleakley Financial Group first reported a position in PGEN in Q4 2022 and has held it in 10 quarters since. 210 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Bleakley Financial Group held 35,715 shares of Precigen worth $204K as of Q2 2026.
  • Precigen was a new Bleakley Financial Group position in Q2 2026.
  • Precigen made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #940 holding.
  • Bleakley Financial Group first reported a position in Precigen in Q4 2022 and has held it in 10 quarters since.
  • 210 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.