CA
PGEN icon

Clearstead Advisors’s Precigen PGEN Stock Holding History

Clearstead 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
2026
Q2 		$192K Sell
33,721
-18,714
-36% -$80.9K ﹤0.01% 1077
2026
Q1 		$203K Buy
52,435
+31,835
+155% +$131K ﹤0.01% 995
2025
Q4 		$86.1K Hold
20,600
– – ﹤0.01% 1170
2025
Q3 		$67.8K Hold
20,600
– – ﹤0.01% 1174
2025
Q2 		$29.3K Hold
20,600
– – ﹤0.01% 1471
2025
Q1 		$30.7K Hold
20,600
– – ﹤0.01% 1294
2024
Q4 		$23.1K Hold
20,600
– – ﹤0.01% 1338
2024
Q3 		$19.5K Hold
20,600
– – ﹤0.01% 1424
2024
Q2 		$32.5K Buy
+20,600
New +$29.9K ﹤0.01% 1266

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

Clearstead Advisors's PGEN Position: Q2 2026 in Review

Clearstead Advisors reduced its Precigen (PGEN) stake by 36% in Q2 2026, selling an estimated $80.9K and leaving 33,721 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Clearstead Advisors first reported a position in PGEN in Q2 2024 and has held it in 9 quarters since. The position peaked at $203K in Q1 2026. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Clearstead Advisors held 33,721 shares of Precigen worth $192K as of Q2 2026.
  • Clearstead Advisors sold 18,714 Precigen shares in Q2 2026, an estimated $80.9K.
  • Precigen made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1077 holding.
  • Clearstead Advisors first reported a position in Precigen in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Precigen position peaked at $203K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.