Cetera Investment Advisers
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Cetera Investment Advisers’s Precigen PGEN Stock Holding History

Cetera Investment Advisers’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 		$2.21M Buy
387,710
+13,196
+4% +$57K ﹤0.01% 2309
2026
Q1 		$1.45M Buy
374,514
+3,250
+0.9% +$13.3K ﹤0.01% 2574
2025
Q4 		$1.55M Sell
371,264
-5,457
-1% -$21.1K ﹤0.01% 2435
2025
Q3 		$1.24M Buy
376,721
+107,259
+40% +$303K ﹤0.01% 2586
2025
Q2 		$383K Sell
269,462
-14,600
-5% -$20.7K ﹤0.01% 3181
2025
Q1 		$423K Buy
284,062
+500
+0.2% +$787 ﹤0.01% 2980
2024
Q4 		$318K Buy
283,562
+23,250
+9% +$19.8K ﹤0.01% 3075
2024
Q3 		$247K Sell
260,312
-7,500
-3% -$9.46K ﹤0.01% 3231
2024
Q2 		$423K Buy
267,812
+7,300
+3% +$10.6K ﹤0.01% 2727
2024
Q1 		$378K Buy
260,512
+8,937
+4% +$12.8K ﹤0.01% 2834
2023
Q4 		$337K Buy
251,575
+10,750
+4% +$12.6K ﹤0.01% 1721
2023
Q3 		$342K Buy
240,825
+4,000
+2% +$5.67K ﹤0.01% 1634
2023
Q2 		$272K Buy
236,825
+3,500
+2% +$4.13K ﹤0.01% 1809
2023
Q1 		$247K Buy
233,325
+71,100
+44% +$103K ﹤0.01% 1824
2022
Q4 		$247K Buy
162,225
+1,450
+0.9% +$2.49K ﹤0.01% 1781
2022
Q3 		$341K Buy
160,775
+800
+0.5% +$1.69K 0.01% 1198
2022
Q2 		$214K Buy
159,975
+10,287
+7% +$15.3K ﹤0.01% 1625
2022
Q1 		$316K Buy
149,688
+30,060
+25% +$73.2K ﹤0.01% 1445
2021
Q4 		$444K Buy
119,628
+71,224
+147% +$307K 0.01% 1257
2021
Q3 		$242K Buy
+48,404
New +$279K ﹤0.01% 1570

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
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

Cetera Investment Advisers's PGEN Position: Q2 2026 in Review

Cetera Investment Advisers increased its Precigen (PGEN) stake by 3.5% in Q2 2026, buying an estimated $57K and bringing the position to 387,710 shares worth $2.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Cetera Investment Advisers first reported a position in PGEN in Q3 2021 and has held it in 20 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Cetera Investment Advisers held 387,710 shares of Precigen worth $2.21M as of Q2 2026.
  • Cetera Investment Advisers bought 13,196 Precigen shares in Q2 2026, an estimated $57K.
  • Precigen made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2309 holding.
  • Cetera Investment Advisers first reported a position in Precigen in Q3 2021 and has held it in 20 quarters since.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.