Cerity Partners
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Cerity Partners’s Precigen PGEN Stock Holding History

Cerity Partners’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 		$128K Buy
22,465
+1,215
+6% +$5.25K ﹤0.01% 3172
2026
Q1 		$82.2K Buy
21,250
+2,716
+15% +$11.1K ﹤0.01% 3043
2025
Q4 		$77.5K Sell
18,534
-261
-1% -$1.01K ﹤0.01% 2778
2025
Q3 		$61.8K Sell
18,795
-34
-0.2% -$96 ﹤0.01% 2675
2025
Q2 		$26.7K Sell
18,829
-49,486
-72% -$70.3K ﹤0.01% 2597
2025
Q1 		$102K Sell
68,315
-771
-1% -$1.21K ﹤0.01% 2320
2024
Q4 		$77.4K Buy
69,086
+1,165
+2% +$994 ﹤0.01% 2356
2024
Q3 		$64.3K Buy
67,921
+17,151
+34% +$21.6K ﹤0.01% 2469
2024
Q2 		$80.2K Buy
50,770
+5
+0% +$7 ﹤0.01% 2135
2024
Q1 		$73.6K Buy
50,765
+180
+0.4% +$258 ﹤0.01% 2231
2023
Q4 		$67.8K Buy
50,585
+1,000
+2% +$1.18K ﹤0.01% 1803
2023
Q3 		$70.4K Sell
49,585
-1,000
-2% -$1.42K ﹤0.01% 1345
2023
Q2 		$58.2K Buy
50,585
+1,000
+2% +$1.18K ﹤0.01% 1565
2023
Q1 		$52.6K Hold
49,585
– – ﹤0.01% 1802
2022
Q4 		$75.4K Buy
+49,585
New +$85.3K ﹤0.01% 1426

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 $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Cerity Partners's PGEN Position: Q2 2026 in Review

Cerity Partners increased its Precigen (PGEN) stake by 5.7% in Q2 2026, buying an estimated $5.25K and bringing the position to 22,465 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #3172.

Cerity Partners first reported a position in PGEN in Q4 2022 and has held it in 15 quarters since. 186 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Cerity Partners held 22,465 shares of Precigen worth $128K as of Q2 2026.
  • Cerity Partners bought 1,215 Precigen shares in Q2 2026, an estimated $5.25K.
  • Precigen made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3172 holding.
  • Cerity Partners first reported a position in Precigen in Q4 2022 and has held it in 15 quarters since.
  • 186 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.