Corient Private Wealth
PGEN icon

Corient Private Wealth’s Precigen PGEN Stock Holding History

Corient Private Wealth’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 		$1.91M Sell
334,802
-576,404
-63% -$2.49M ﹤0.01% 1421
2026
Q1 		$3.53M Buy
911,206
+479,496
+111% +$1.97M 0.01% 981
2025
Q4 		$1.8M Sell
431,710
-365,861
-46% -$1.42M ﹤0.01% 1208
2025
Q3 		$2.62M Buy
797,571
+82,880
+12% +$234K ﹤0.01% 951
2025
Q2 		$1.01M Hold
714,691
– – ﹤0.01% 1358
2025
Q1 		$1.06M Buy
714,691
+100,720
+16% +$159K ﹤0.01% 1248
2024
Q4 		$688K Sell
613,971
-1,000
-0.2% -$853 ﹤0.01% 1466
2024
Q3 		$582K Buy
+614,971
New +$776K ﹤0.01% 1656

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

Corient Private Wealth's PGEN Position: Q2 2026 in Review

Corient Private Wealth reduced its Precigen (PGEN) stake by 63% in Q2 2026, selling an estimated $2.49M and leaving 334,802 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Corient Private Wealth first reported a position in PGEN in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q1 2026. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Corient Private Wealth held 334,802 shares of Precigen worth $1.91M as of Q2 2026.
  • Corient Private Wealth sold 576,404 Precigen shares in Q2 2026, an estimated $2.49M.
  • Precigen made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1421 holding.
  • Corient Private Wealth first reported a position in Precigen in Q3 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Precigen position peaked at $3.53M in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.