Focus Partners Wealth
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Focus Partners Wealth’s Precigen PGEN Stock Holding History

Focus Partners Wealth’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 		– Sell
-12,775
Closed -$49.4K – 2920
2026
Q1 		$49.4K Sell
12,775
-12,225
-49% -$50.2K ﹤0.01% 2581
2025
Q4 		$105K Buy
+25,000
New +$96.7K ﹤0.01% 2544

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

Focus Partners Wealth's PGEN Position: Q2 2026 in Review

Focus Partners Wealth sold out of Precigen (PGEN) in Q2 2026, closing a stake of 12,775 shares — an estimated $49.4K sold.

Focus Partners Wealth first reported a position in PGEN in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Focus Partners Wealth reported no remaining Precigen position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 12,775 Precigen shares in Q2 2026, an estimated $49.4K.
  • Focus Partners Wealth first reported a position in Precigen in Q4 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Precigen position peaked at $105K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.