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Congress Wealth Management’s Precigen PGEN Stock Holding History

Congress Wealth Management’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
-12,000
Closed -$13.4K – 1107
2024
Q4 		$13.4K Buy
+12,000
New +$10.2K ﹤0.01% 871
2024
Q1 		– Sell
-12,000
Closed -$16.1K – 622
2023
Q4 		$16.1K Buy
+12,000
New +$14.1K ﹤0.01% 605
2022
Q3 		– Sell
-12,000
Closed -$16K – 561
2022
Q2 		$16K Hold
12,000
– – ﹤0.01% 549
2022
Q1 		$25K Hold
12,000
– – ﹤0.01% 591
2021
Q4 		$45K Buy
+12,000
New +$51.6K ﹤0.01% 602

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 $247M AUM 20.65% 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

Congress Wealth Management's PGEN Position: Q1 2025 in Review

Congress Wealth Management sold out of Precigen (PGEN) in Q1 2025, closing a stake of 12,000 shares — an estimated $13.4K sold.

Congress Wealth Management first reported a position in PGEN in Q4 2021 and held it in 5 quarters. The position peaked at $45K in Q4 2021. 138 funds tracked by Wall St. Rank hold PGEN as of Q1 2025.

  • Congress Wealth Management reported no remaining Precigen position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 12,000 Precigen shares in Q1 2025, an estimated $13.4K.
  • Congress Wealth Management first reported a position in Precigen in Q4 2021 and held it in 5 quarters.
  • Congress Wealth Management's Precigen position peaked at $45K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Precigen as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.