CA
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CoreCap Advisors’s Precigen PGEN Stock Holding History

CoreCap 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 		$2.85K Hold
500
– – ﹤0.01% 2446
2026
Q1 		$1.94K Hold
500
– – ﹤0.01% 2421
2025
Q4 		$2.09K Hold
500
– – ﹤0.01% 2467
2025
Q3 		$1.65K Hold
500
– – ﹤0.01% 2407
2025
Q2 		$710 Hold
500
– – ﹤0.01% 2469
2025
Q1 		$745 Buy
+500
New +$787 ﹤0.01% 2593

Other funds holding PGEN

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return