EverSource Wealth Advisors’s Precigen PGEN Stock Holding History

EverSource Wealth Advisors’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	$2.66K	Sell	466 -1,549	-77%	-$6.7K	﹤0.01%	3602
2026 Q1	$7.8K	Sell	2,015 -936	-32%	-$3.84K	﹤0.01%	3053
2025 Q4	$12.3K	Sell	2,951 -108	-4%	-$418	﹤0.01%	2697
2025 Q3	$10.1K	Sell	3,059 -158	-5%	-$446	﹤0.01%	2817
2025 Q2	$4.57K	Buy	3,217 +2,265	+238%	+$3.22K	﹤0.01%	3197
2025 Q1	$1.42K	Buy	952 +197	+26%	+$310	﹤0.01%	3088
2024 Q4	$846	Buy	+755	New	+$644	﹤0.01%	3021
2024 Q3	–	Sell	-93	Closed	-$117	–	3098
2024 Q2	$141	Hold	93	–	–	﹤0.01%	2986
2024 Q1	$123	Buy	+93	New	+$134	﹤0.01%	2819

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

EverSource Wealth Advisors's PGEN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Precigen (PGEN) stake by 77% in Q2 2026, selling an estimated $6.7K and leaving 466 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #3602.

EverSource Wealth Advisors first reported a position in PGEN in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.3K in Q4 2025. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

EverSource Wealth Advisors held 466 shares of Precigen worth $2.66K as of Q2 2026.
EverSource Wealth Advisors sold 1,549 Precigen shares in Q2 2026, an estimated $6.7K.
Precigen made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3602 holding.
EverSource Wealth Advisors first reported a position in Precigen in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Precigen position peaked at $12.3K in Q4 2025.
211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.