Gerber Kawasaki Wealth & Investment Management’s Precigen PGEN Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2024 Q3	–	Sell	-10,874	Closed	-$17.2K	–	298
2024 Q2	$17.2K	Hold	10,874	–	–	﹤0.01%	279
2024 Q1	$15.8K	Hold	10,874	–	–	﹤0.01%	282
2023 Q4	$14.6K	Hold	10,874	–	–	﹤0.01%	263
2023 Q3	$15.4K	Hold	10,874	–	–	﹤0.01%	252
2023 Q2	$12.5K	Hold	10,874	–	–	﹤0.01%	262
2023 Q1	$11.5K	Hold	10,874	–	–	﹤0.01%	250
2022 Q4	$16.5K	Hold	10,874	–	–	﹤0.01%	256
2022 Q3	$23K	Buy	+10,874	New	+$22.9K	﹤0.01%	234
2022 Q1	–	Sell	-10,874	Closed	-$40K	–	278
2021 Q4	$40K	Buy	10,874 +10,873	+1,087,300%	+$46.8K	﹤0.01%	267
2021 Q3	$1K	Buy	+1	New	+$6	﹤0.01%	1075

Other funds holding PGEN

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's PGEN Position: Q3 2024 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Precigen (PGEN) in Q3 2024, closing a stake of 10,874 shares — an estimated $17.2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in PGEN in Q3 2021 and held it in 10 quarters. The position peaked at $40K in Q4 2021. 127 funds tracked by Wall St. Rank hold PGEN as of Q3 2024.

Gerber Kawasaki Wealth & Investment Management reported no remaining Precigen position as of Q3 2024 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 10,874 Precigen shares in Q3 2024, an estimated $17.2K.
Gerber Kawasaki Wealth & Investment Management first reported a position in Precigen in Q3 2021 and held it in 10 quarters.
Gerber Kawasaki Wealth & Investment Management's Precigen position peaked at $40K in Q4 2021.
127 funds tracked by Wall St. Rank held Precigen as of Q3 2024.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.