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
2016 Q1	–	Sell	-706	Closed	-$21K	–	3122
2015 Q4	$21K	Buy	+706	New	+$23.8K	﹤0.01%	2138

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

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

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

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

OCM

Occam Crest Management Darien, Connecticut $165M AUM

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.