GRP
PGEN icon

Global Retirement Partners’s Precigen PGEN Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-2,000
Closed -$1.89K – 3751
2024
Q3 		$1.89K Hold
2,000
– – ﹤0.01% 2955
2024
Q2 		$3.16K Hold
2,000
– – ﹤0.01% 2802
2024
Q1 		$2.9K Hold
2,000
– – ﹤0.01% 2605
2023
Q4 		$2.61K Buy
+2,000
New +$2.35K ﹤0.01% 2567
2020
Q3 		– Sell
-5,000
Closed -$25K – 1695
2020
Q2 		$25K Buy
+5,000
New +$17K ﹤0.01% 838

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's PGEN Position: Q4 2024 in Review

Global Retirement Partners sold out of Precigen (PGEN) in Q4 2024, closing a stake of 2,000 shares — an estimated $1.89K sold.

Global Retirement Partners first reported a position in PGEN in Q2 2020 and held it in 5 quarters. The position peaked at $25K in Q2 2020. 133 funds tracked by Wall St. Rank hold PGEN as of Q4 2024.

  • Global Retirement Partners reported no remaining Precigen position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 2,000 Precigen shares in Q4 2024, an estimated $1.89K.
  • Global Retirement Partners first reported a position in Precigen in Q2 2020 and held it in 5 quarters.
  • Global Retirement Partners's Precigen position peaked at $25K in Q2 2020.
  • 133 funds tracked by Wall St. Rank held Precigen as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.