Guardian Wealth Advisors (North Carolina)’s Precigen PGEN Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$172K	Hold	44,399	–	–	0.01%	361
2025 Q4	$186K	Hold	44,399	–	–	0.01%	360
2025 Q3	$146K	Hold	44,399	–	–	0.01%	352
2025 Q2	$63K	Hold	44,399	–	–	﹤0.01%	390
2025 Q1	$66.2K	Hold	44,399	–	–	0.01%	366
2024 Q4	$49.7K	Hold	44,399	–	–	﹤0.01%	365
2024 Q3	$42K	Hold	44,399	–	–	﹤0.01%	318
2024 Q2	$70.2K	Hold	44,399	–	–	0.01%	288
2024 Q1	$64.4K	Hold	44,399	–	–	0.01%	302
2023 Q4	$59.5K	Hold	44,399	–	–	0.01%	288
2023 Q3	$63K	Hold	44,399	–	–	0.01%	276
2023 Q2	$51.1K	Hold	44,399	–	–	0.01%	281
2023 Q1	$47.1K	Hold	44,399	–	–	0.01%	276
2022 Q4	$67.5K	Hold	44,399	–	–	0.01%	240
2022 Q3	$94K	Hold	44,399	–	–	0.02%	212
2022 Q2	$59K	Buy	+44,399	New	+$65.9K	0.01%	229

Other funds holding PGEN

PCM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

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

OCM

Occam Crest Management Darien, Connecticut $165M AUM

IAM

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

Guardian Wealth Advisors (North Carolina)'s PGEN Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Precigen (PGEN) position steady in Q1 2026 at 44,399 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #361.

Guardian Wealth Advisors (North Carolina) first reported a position in PGEN in Q2 2022 and has held it in 16 quarters since. The position peaked at $186K in Q4 2025. 205 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 44,399 shares of Precigen worth $172K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its Precigen share count unchanged in Q1 2026.
Precigen made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #361 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Precigen in Q2 2022 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s Precigen position peaked at $186K in Q4 2025.
205 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.