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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
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

PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Vanguard Capital Management
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Partners's PGEN Position: Q2 2026 in Review

Essential Partners held its Precigen (PGEN) position steady in Q2 2026 at 7 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #2805.

Essential Partners first reported a position in PGEN in Q3 2025 and has held it in 4 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Essential Partners held 7 shares of Precigen worth $40 as of Q2 2026.
  • Essential Partners left its Precigen share count unchanged in Q2 2026.
  • Precigen made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2805 holding.
  • Essential Partners first reported a position in Precigen in Q3 2025 and has held it in 4 quarters since.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.