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Bordeaux Wealth Advisors’s Precigen PGEN Stock Holding History

Bordeaux Wealth Advisors’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
-16,528
Closed -$18.5K – 166
2024
Q4 		$18.5K Hold
16,528
– – ﹤0.01% 160
2024
Q3 		$15.7K Hold
16,528
– – ﹤0.01% 161
2024
Q2 		$26.1K Hold
16,528
– – 0.01% 139
2024
Q1 		$24K Hold
16,528
– – 0.01% 116
2023
Q4 		$22.1K Hold
16,528
– – 0.01% 109
2023
Q3 		$23.5K Hold
16,528
– – 0.01% 93
2023
Q2 		$19K Hold
16,528
– – 0.01% 102
2023
Q1 		$17.5K Hold
16,528
– – 0.01% 99
2022
Q4 		$25.1K Buy
+16,528
New +$28.4K 0.01% 83

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 $291M AUM 49.45% 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

Bordeaux Wealth Advisors's PGEN Position: Q1 2025 in Review

Bordeaux Wealth Advisors sold out of Precigen (PGEN) in Q1 2025, closing a stake of 16,528 shares — an estimated $18.5K sold.

Bordeaux Wealth Advisors first reported a position in PGEN in Q4 2022 and held it in 9 quarters. The position peaked at $26.1K in Q2 2024. 138 funds tracked by Wall St. Rank hold PGEN as of Q1 2025.

  • Bordeaux Wealth Advisors reported no remaining Precigen position as of Q1 2025 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 16,528 Precigen shares in Q1 2025, an estimated $18.5K.
  • Bordeaux Wealth Advisors first reported a position in Precigen in Q4 2022 and held it in 9 quarters.
  • Bordeaux Wealth Advisors's Precigen position peaked at $26.1K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Precigen as of Q1 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.