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Essential Partners’s Precigen PGEN Stock Holding History

Essential Partners’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
Q3 		$60 Hold
7
– – ﹤0.01% 2753
2026
Q2 		$40 Hold
7
– – ﹤0.01% 2805
2026
Q1 		$27 Hold
7
– – ﹤0.01% 2815
2025
Q4 		$29 Hold
7
– – ﹤0.01% 2690
2025
Q3 		$23 Buy
+7
New +$20 ﹤0.01% 2631

Other funds holding PGEN

OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $101M AUM
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's PGEN Position: Q3 2026 in Review

Essential Partners held its Precigen (PGEN) position steady in Q3 2026 at 7 shares worth $60. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Essential Partners first reported a position in PGEN in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold PGEN as of Q3 2026.

  • Essential Partners held 7 shares of Precigen worth $60 as of Q3 2026.
  • Essential Partners left its Precigen share count unchanged in Q3 2026.
  • Precigen made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2753 holding.
  • Essential Partners first reported a position in Precigen in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Precigen as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.