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Fortis Group Advisors’s Precigen PGEN Stock Holding History

Fortis Group 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 		$108K Hold
18,966
– – 0.02% 280
2026
Q1 		$78.9K Hold
18,966
– – 0.01% 288
2025
Q4 		$85.2K Hold
18,966
– – 0.01% 286
2025
Q3 		$78.5K Hold
18,966
– – 0.01% 245
2025
Q2 		$32.4K Hold
18,966
– – 0.01% 262
2025
Q1 		$28.3K Hold
18,966
– – 0.01% 238
2024
Q4 		$21.2K Hold
18,966
– – ﹤0.01% 254
2024
Q3 		$18K Hold
18,966
– – ﹤0.01% 250
2024
Q2 		$30K Hold
18,966
– – 0.01% 227
2024
Q1 		$27.5K Buy
+18,966
New +$27.2K 0.01% 248

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

Fortis Group Advisors's PGEN Position: Q2 2026 in Review

Fortis Group Advisors held its Precigen (PGEN) position steady in Q2 2026 at 18,966 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #280.

Fortis Group Advisors first reported a position in PGEN in Q1 2024 and has held it in 10 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Fortis Group Advisors held 18,966 shares of Precigen worth $108K as of Q2 2026.
  • Fortis Group Advisors left its Precigen share count unchanged in Q2 2026.
  • Precigen made up 0.02% of Fortis Group Advisors's portfolio in Q2 2026, its #280 holding.
  • Fortis Group Advisors first reported a position in Precigen in Q1 2024 and has held it in 10 quarters since.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

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