Carson Wealth (CWM LLC)’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $183K | Buy |
47,400
+1,516
| +3% | +$6.22K | ﹤0.01% | 2806 |
|
|
2025
Q4 | $192K | Sell |
45,884
-284
| -0.6% | -$1.1K | ﹤0.01% | 2608 |
|
|
2025
Q3 | $152K | Buy |
46,168
+495
| +1% | +$1.4K | ﹤0.01% | 2662 |
|
|
2025
Q2 | $65K | Sell |
45,673
-170
| -0.4% | -$242 | ﹤0.01% | 3073 |
|
|
2025
Q1 | $68K | Buy |
45,843
+1,647
| +4% | +$2.59K | ﹤0.01% | 2724 |
|
|
2024
Q4 | $49K | Buy |
44,196
+1,142
| +3% | +$974 | ﹤0.01% | 2822 |
|
|
2024
Q3 | $41K | Buy |
43,054
+18
| +0% | +$23 | ﹤0.01% | 2852 |
|
|
2024
Q2 | $68K | Buy |
43,036
+124
| +0.3% | +$180 | ﹤0.01% | 2249 |
|
|
2024
Q1 | $62K | Hold |
42,912
| – | – | ﹤0.01% | 2159 |
|
|
2023
Q4 | $58K | Hold |
42,912
| – | – | ﹤0.01% | 2082 |
|
|
2023
Q3 | $61K | Hold |
42,912
| – | – | ﹤0.01% | 1947 |
|
|
2023
Q2 | $49K | Hold |
42,912
| – | – | ﹤0.01% | 2009 |
|
|
2023
Q1 | $45K | Hold |
42,912
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q4 | $65K | Buy |
42,912
+50
| +0.1% | +$86 | ﹤0.01% | 1592 |
|
|
2022
Q3 | $91K | Hold |
42,862
| – | – | ﹤0.01% | 1380 |
|
|
2022
Q2 | $57K | Hold |
42,862
| – | – | ﹤0.01% | 1568 |
|
|
2022
Q1 | $90K | Hold |
42,862
| – | – | ﹤0.01% | 1366 |
|
|
2021
Q4 | $159K | Buy |
+42,862
| New | +$184K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2020
Q4 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2020
Q3 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2020
Q2 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2020
Q1 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2019
Q4 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2019
Q3 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2019
Q2 | $279K | Hold |
42,862
| – | – | ﹤0.01% | 804 |
|
|
2019
Q1 | $279K | Buy |
42,862
+6,558
| +18% | +$45.5K | ﹤0.01% | 804 |
|
|
2018
Q4 | $237K | Hold |
36,304
| – | – | 0.01% | 568 |
|
|
2018
Q3 | $625K | Buy |
36,304
+161
| +0.4% | +$2.39K | 0.02% | 363 |
|
|
2018
Q2 | $504K | Sell |
36,143
-2
| -0% | -$34 | 0.02% | 333 |
|
|
2018
Q1 | $554K | Buy |
36,145
+2
| +0% | +$29 | 0.02% | 273 |
|
|
2017
Q4 | $416K | Hold |
36,143
| – | – | 0.02% | 279 |
|
|
2017
Q3 | $687K | Hold |
36,143
| – | – | 0.03% | 229 |
|
|
2017
Q2 | $871K | Buy |
36,143
+597
| +2% | +$13.1K | 0.04% | 210 |
|
|
2017
Q1 | $705K | Buy |
35,546
+35,171
| +9,379% | +$785K | 0.04% | 208 |
|
|
2016
Q4 | $9K | Buy |
+375
| New | +$10.4K | ﹤0.01% | 749 |
|
Other funds holding PGEN
PCM
DC
TCM
OCM
IAM
Carson Wealth (CWM LLC)'s PGEN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Precigen (PGEN) stake by 3.3% in Q1 2026, buying an estimated $6.22K and bringing the position to 47,400 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2806.
Carson Wealth (CWM LLC) first reported a position in PGEN in Q4 2016 and has held it in 37 quarters since. The position peaked at $871K in Q2 2017. 206 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.
- Carson Wealth (CWM LLC) held 47,400 shares of Precigen worth $183K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,516 Precigen shares in Q1 2026, an estimated $6.22K.
- Precigen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2806 holding.
- Carson Wealth (CWM LLC) first reported a position in Precigen in Q4 2016 and has held it in 37 quarters since.
- Carson Wealth (CWM LLC)'s Precigen position peaked at $871K in Q2 2017.
- 206 funds tracked by Wall St. Rank held Precigen as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.