Creative Planning’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $134K | Buy |
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|
2025
Q1 | $61.7K | Buy |
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|
2024
Q4 | $28.2K | Sell |
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|
2024
Q3 | $27.5K | Sell |
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|
2024
Q2 | $58.3K | Buy |
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|
2024
Q1 | $47.9K | Buy |
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|
2023
Q4 | $33.1K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $287K | Buy |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $573K | Sell |
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|
2021
Q1 | $1.31M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $736K | Sell |
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|
2020
Q1 | $555K | Buy |
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|
2019
Q4 | $858K | Buy |
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|
2019
Q3 | $826K | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $417K | Hold |
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|
2018
Q4 | $519K | Buy |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $579K | Sell |
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|
2017
Q3 | $962K | Buy |
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|
2017
Q2 | $612K | Buy |
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|
2017
Q1 | $442K | Buy |
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|
2016
Q4 | $334K | Buy |
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|
2016
Q3 | $83K | Sell |
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|
2016
Q2 | $172K | Buy |
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|
2016
Q1 | $153K | Sell |
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|
2015
Q4 | $197K | Buy |
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|
2015
Q3 | $108K | Sell |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $91K | Hold |
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|
2014
Q4 | $55K | Sell |
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|
2014
Q3 | $74K | Hold |
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|
2014
Q2 | $101K | Buy |
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|
2014
Q1 | $53K | Hold |
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|
2013
Q4 | $48K | Buy |
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|
2013
Q3 | $2K | Buy |
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