FFO
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Fortitude Family Office’s Precigen PGEN Stock Holding History

Fortitude Family Office’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
Q3 		$1.22K Hold
142
– – ﹤0.01% 2173
2026
Q2 		$809 Hold
142
– – ﹤0.01% 1829
2026
Q1 		$550 Buy
+142
New +$583 ﹤0.01% 1691

Other funds holding PGEN

Overbrook Management Corp
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
CCM
Chiron Capital Management Tallahassee, Florida $101M AUM
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's PGEN Position: Q3 2026 in Review

Fortitude Family Office held its Precigen (PGEN) position steady in Q3 2026 at 142 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Fortitude Family Office first reported a position in PGEN in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold PGEN as of Q3 2026.

  • Fortitude Family Office held 142 shares of Precigen worth $1.22K as of Q3 2026.
  • Fortitude Family Office left its Precigen share count unchanged in Q3 2026.
  • Precigen made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2173 holding.
  • Fortitude Family Office first reported a position in Precigen in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Precigen as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.