Financial Consulate’s Precigen PGEN Stock Holding History

Financial Consulate’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
2025 Q4	–	Sell	-70	Closed	-$231	–	1421
2025 Q3	$231	Buy	+70	New	+$198	﹤0.01%	1130

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Financial Consulate's PGEN Position: Q4 2025 in Review

Financial Consulate sold out of Precigen (PGEN) in Q4 2025, closing a stake of 70 shares — an estimated $231 sold.

Financial Consulate first reported a position in PGEN in Q3 2025 and held it in 1 quarter. The position peaked at $231 in Q3 2025. 178 funds tracked by Wall St. Rank hold PGEN as of Q4 2025.

Financial Consulate reported no remaining Precigen position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 70 Precigen shares in Q4 2025, an estimated $231.
Financial Consulate first reported a position in Precigen in Q3 2025 and held it in 1 quarter.
Financial Consulate's Precigen position peaked at $231 in Q3 2025.
178 funds tracked by Wall St. Rank held Precigen as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.