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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.12M | Buy |
196,885
+21,136
| +12% | +$91.4K | ﹤0.01% | 2547 |
|
|
2026
Q1 | $680K | Buy |
175,749
+5,130
| +3% | +$21K | ﹤0.01% | 2780 |
|
|
2025
Q4 | $713K | Sell |
170,619
-1,937
| -1% | -$7.49K | ﹤0.01% | 2553 |
|
|
2025
Q3 | $568K | Buy |
172,556
+78,265
| +83% | +$221K | ﹤0.01% | 2600 |
|
|
2025
Q2 | $134K | Buy |
94,291
+52,901
| +128% | +$75.2K | ﹤0.01% | 3368 |
|
|
2025
Q1 | $61.7K | Buy |
41,390
+16,213
| +64% | +$25.5K | ﹤0.01% | 3318 |
|
|
2024
Q4 | $28.2K | Sell |
25,177
-3,807
| -13% | -$3.25K | ﹤0.01% | 3306 |
|
|
2024
Q3 | $27.5K | Sell |
28,984
-7,932
| -21% | -$10K | ﹤0.01% | 3137 |
|
|
2024
Q2 | $58.3K | Buy |
36,916
+3,882
| +12% | +$5.64K | ﹤0.01% | 2914 |
|
|
2024
Q1 | $47.9K | Buy |
33,034
+8,312
| +34% | +$11.9K | ﹤0.01% | 2787 |
|
|
2023
Q4 | $33.1K | Sell |
24,722
-204,920
| -89% | -$241K | ﹤0.01% | 2672 |
|
|
2023
Q3 | $326K | Buy |
229,642
+2,136
| +0.9% | +$3.03K | ﹤0.01% | 1864 |
|
|
2023
Q2 | $262K | Buy |
227,506
+2,799
| +1% | +$3.3K | ﹤0.01% | 2014 |
|
|
2023
Q1 | $238K | Sell |
224,707
-1,200
| -0.5% | -$1.73K | ﹤0.01% | 1992 |
|
|
2022
Q4 | $343K | Buy |
225,907
+11,457
| +5% | +$19.7K | ﹤0.01% | 1638 |
|
|
2022
Q3 | $455K | Hold |
214,450
| – | – | ﹤0.01% | 1392 |
|
|
2022
Q2 | $287K | Buy |
214,450
+170,000
| +382% | +$252K | ﹤0.01% | 1643 |
|
|
2022
Q1 | $94K | Hold |
44,450
| – | – | ﹤0.01% | 1996 |
|
|
2021
Q4 | $165K | Buy |
44,450
+29,945
| +206% | +$129K | ﹤0.01% | 1903 |
|
|
2021
Q3 | $72K | Sell |
14,505
-73,434
| -84% | -$423K | ﹤0.01% | 1976 |
|
|
2021
Q2 | $573K | Sell |
87,939
-102,157
| -54% | -$714K | ﹤0.01% | 1203 |
|
|
2021
Q1 | $1.31M | Buy |
190,096
+28,707
| +18% | +$243K | ﹤0.01% | 904 |
|
|
2020
Q4 | $1.65M | Buy |
161,389
+15,000
| +10% | +$97.2K | ﹤0.01% | 742 |
|
|
2020
Q3 | $512K | Sell |
146,389
-1,100
| -0.7% | -$5.22K | ﹤0.01% | 1123 |
|
|
2020
Q2 | $736K | Sell |
147,489
-15,663
| -10% | -$53.3K | ﹤0.01% | 865 |
|
|
2020
Q1 | $555K | Buy |
163,152
+6,523
| +4% | +$28.1K | ﹤0.01% | 890 |
|
|
2019
Q4 | $858K | Buy |
156,629
+12,200
| +8% | +$68.7K | ﹤0.01% | 860 |
|
|
2019
Q3 | $826K | Sell |
144,429
-1,364
| -0.9% | -$9.27K | ﹤0.01% | 841 |
|
|
2019
Q2 | $1.12M | Buy |
145,793
+66,500
| +84% | +$358K | ﹤0.01% | 722 |
|
|
2019
Q1 | $417K | Hold |
79,293
| – | – | ﹤0.01% | 1134 |
|
|
2018
Q4 | $519K | Buy |
79,293
+1,000
| +1% | +$11.2K | ﹤0.01% | 951 |
|
|
2018
Q3 | $1.35M | Buy |
78,293
+5,437
| +7% | +$80.9K | 0.01% | 628 |
|
|
2018
Q2 | $1.02M | Sell |
72,856
-350
| -0.5% | -$5.91K | ﹤0.01% | 739 |
|
|
2018
Q1 | $1.12M | Buy |
73,206
+22,913
| +46% | +$328K | ﹤0.01% | 674 |
|
|
2017
Q4 | $579K | Sell |
50,293
-303
| -0.6% | -$4.51K | ﹤0.01% | 993 |
|
|
2017
Q3 | $962K | Buy |
50,596
+25,188
| +99% | +$518K | ﹤0.01% | 731 |
|
|
2017
Q2 | $612K | Buy |
25,408
+3,100
| +14% | +$68K | ﹤0.01% | 921 |
|
|
2017
Q1 | $442K | Buy |
22,308
+8,423
| +61% | +$188K | ﹤0.01% | 1050 |
|
|
2016
Q4 | $334K | Buy |
13,885
+10,895
| +364% | +$303K | ﹤0.01% | 1141 |
|
|
2016
Q3 | $83K | Sell |
2,990
-4,048
| -58% | -$107K | ﹤0.01% | 1967 |
|
|
2016
Q2 | $172K | Buy |
7,038
+2,472
| +54% | +$70.1K | ﹤0.01% | 1328 |
|
|
2016
Q1 | $153K | Sell |
4,566
-2,018
| -31% | -$63.5K | ﹤0.01% | 1362 |
|
|
2015
Q4 | $197K | Buy |
6,584
+3,153
| +92% | +$106K | ﹤0.01% | 1204 |
|
|
2015
Q3 | $108K | Sell |
3,431
-34,476
| -91% | -$1.68M | ﹤0.01% | 1552 |
|
|
2015
Q2 | $1.83M | Buy |
37,907
+35,814
| +1,711% | +$1.51M | 0.02% | 312 |
|
|
2015
Q1 | $91K | Hold |
2,093
| – | – | ﹤0.01% | 1630 |
|
|
2014
Q4 | $55K | Sell |
2,093
-2,092
| -50% | -$45.9K | ﹤0.01% | 1950 |
|
|
2014
Q3 | $74K | Hold |
4,185
| – | – | ﹤0.01% | 1663 |
|
|
2014
Q2 | $101K | Buy |
4,185
+2,092
| +100% | +$42.4K | ﹤0.01% | 1421 |
|
|
2014
Q1 | $53K | Hold |
2,093
| – | – | ﹤0.01% | 1767 |
|
|
2013
Q4 | $48K | Buy |
2,093
+1,988
| +1,893% | +$40.2K | ﹤0.01% | 1633 |
|
|
2013
Q3 | $2K | Buy |
+105
| New | +$2.42K | ﹤0.01% | 2995 |
|
Other funds holding PGEN
PCM
DC
TCM
BCM
IAM
Creative Planning's PGEN Position: Q2 2026 in Review
Creative Planning increased its Precigen (PGEN) stake by 12% in Q2 2026, buying an estimated $91.4K and bringing the position to 196,885 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2547.
Creative Planning first reported a position in PGEN in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q2 2015. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.
- Creative Planning held 196,885 shares of Precigen worth $1.12M as of Q2 2026.
- Creative Planning bought 21,136 Precigen shares in Q2 2026, an estimated $91.4K.
- Precigen made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2547 holding.
- Creative Planning first reported a position in Precigen in Q3 2013 and has held it in 52 quarters since.
- Creative Planning's Precigen position peaked at $1.83M in Q2 2015.
- 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.