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 $2.74B AUM 43.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OCM

Occam Crest Management Darien, Connecticut $165M AUM

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Creative Planning's PGEN Position: Q1 2026 in Review

Creative Planning increased its Precigen (PGEN) stake by 3% in Q1 2026, buying an estimated $21K and bringing the position to 175,749 shares worth $680K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Creative Planning first reported a position in PGEN in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.83M in Q2 2015. 205 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

Creative Planning held 175,749 shares of Precigen worth $680K as of Q1 2026.
Creative Planning bought 5,130 Precigen shares in Q1 2026, an estimated $21K.
Precigen made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2780 holding.
Creative Planning first reported a position in Precigen in Q3 2013 and has held it in 51 quarters since.
Creative Planning's Precigen position peaked at $1.83M in Q2 2015.
205 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.