Creative Planning’s Precigen PGEN Stock Holding History

Creative Planning’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
2020 Q1	–	Sell	-30,000	Closed	-$1K	–	2031
2019 Q4	$1K	Hold	30,000	–	–	﹤0.01%	1975
2019 Q3	$4K	Hold	30,000	–	–	﹤0.01%	1931
2019 Q2	$14K	Hold	30,000	–	–	﹤0.01%	1915
2019 Q1	$7K	Hold	30,000	–	–	﹤0.01%	1903
2018 Q4	$28K	Buy	+30,000	New	+$336K	﹤0.01%	1765
2016 Q2	–	Sell	-505	Closed	-$8K	–	4466
2016 Q1	$8K	Buy	+505	New	+$15.9K	﹤0.01%	3337

Other funds holding PGEN

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

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.