IA
PGEN icon

IFP Advisors’s Precigen PGEN Stock Holding History

IFP 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
2025
Q3 		– Sell
-13
Closed -$18 – 4905
2025
Q2 		$18 Buy
13
+8
+160% +$11 ﹤0.01% 4853
2025
Q1 		$7 Hold
5
– – ﹤0.01% 4256
2024
Q4 		$6 Buy
+5
New +$4 ﹤0.01% 4556
2023
Q2 		– Sell
-930
Closed -$4.7K – 3543
2023
Q1 		$4.7K Sell
930
-1,070
-54% -$1.54K ﹤0.01% 2594
2022
Q4 		$11K Buy
2,000
+500
+33% +$860 ﹤0.01% 3333
2022
Q3 		$8K Buy
1,500
+500
+50% +$1.05K ﹤0.01% 3791
2022
Q2 		$5K Hold
1,000
– – ﹤0.01% 3811
2022
Q1 		$5K Buy
+1,000
New +$2.44K ﹤0.01% 3811
2021
Q2 		– Sell
-46
Closed -$321 – 3181
2021
Q1 		$0 Sell
46
-16
-26% -$135 ﹤0.01% 3168
2020
Q4 		$1K Buy
+62
New +$402 ﹤0.01% 2802
2019
Q4 		– Sell
-100
Closed -$563 – 3038
2019
Q3 		$1K Buy
+100
New +$679 ﹤0.01% 2909
2019
Q1 		– Sell
-140
Closed -$1K – 3124
2018
Q4 		$1K Sell
140
-1,650
-92% -$18.5K ﹤0.01% 3360
2018
Q3 		$31K Hold
1,790
– – ﹤0.01% 2187
2018
Q2 		$25K Hold
1,790
– – ﹤0.01% 2334
2018
Q1 		$21K Hold
1,790
– – ﹤0.01% 2360
2017
Q4 		$21K Sell
1,790
-746
-29% -$11.1K ﹤0.01% 2396
2017
Q3 		$48K Sell
2,536
-72
-3% -$1.48K ﹤0.01% 2016
2017
Q2 		$63K Sell
2,608
-78
-3% -$1.71K ﹤0.01% 1810
2017
Q1 		$53K Buy
2,686
+367
+16% +$8.19K ﹤0.01% 1889
2016
Q4 		$56K Sell
2,319
-935
-29% -$26K ﹤0.01% 1819
2016
Q3 		$90K Sell
3,254
-3,602
-53% -$95.2K ﹤0.01% 1432
2016
Q2 		$167K Buy
+6,856
New +$194K 0.01% 1069
2016
Q1 		– Sell
-5,898
Closed -$176K – 3123
2015
Q4 		$176K Buy
+5,898
New +$199K 0.01% 891

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $165M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFP Advisors's PGEN Position: Q3 2025 in Review

IFP Advisors sold out of Precigen (PGEN) in Q3 2025, closing a stake of 13 shares — an estimated $18 sold.

IFP Advisors first reported a position in PGEN in Q4 2015 and held it in 23 quarters. The position peaked at $176K in Q4 2015. 167 funds tracked by Wall St. Rank hold PGEN as of Q3 2025.

  • IFP Advisors reported no remaining Precigen position as of Q3 2025 after selling out during the quarter.
  • IFP Advisors sold 13 Precigen shares in Q3 2025, an estimated $18.
  • IFP Advisors first reported a position in Precigen in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's Precigen position peaked at $176K in Q4 2015.
  • 167 funds tracked by Wall St. Rank held Precigen as of Q3 2025.

Based on IFP Advisors's 13F filing for Q3 2025, filed 2 Dec 2025.