Inspire Investing’s Precigen PGEN Stock Holding History

Inspire Investing’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	$527K	Buy	136,122 +25,725	+23%	+$106K	0.03%	470
2025 Q4	$461K	Sell	110,397 -23,829	-18%	-$92.2K	0.04%	726
2025 Q3	$442K	Sell	134,226 -141,644	-51%	-$400K	0.04%	735
2025 Q2	$392K	Buy	275,870 +40,758	+17%	+$57.9K	0.04%	439
2025 Q1	$350K	Buy	+235,112	New	+$370K	0.04%	342
2023 Q1	–	Sell	-24,006	Closed	-$36.5K	–	793
2022 Q4	$36.5K	Sell	24,006 -4,923	-17%	-$8.47K	﹤0.01%	740
2022 Q3	$61K	Buy	28,929 +2,759	+11%	+$5.82K	0.01%	753
2022 Q2	$35K	Buy	26,170 +9,554	+57%	+$14.2K	﹤0.01%	762
2022 Q1	$35K	Buy	16,616 +5,321	+47%	+$13K	﹤0.01%	787
2021 Q4	$42K	Buy	+11,295	New	+$48.6K	﹤0.01%	785
2020 Q4	–	Sell	-12,181	Closed	-$43K	–	667
2020 Q3	$43K	Buy	12,181 +868	+8%	+$4.12K	0.01%	431
2020 Q2	$56K	Buy	11,313 +2,654	+31%	+$9.03K	0.02%	483
2020 Q1	$29K	Buy	+8,659	New	+$37.4K	0.01%	616
2018 Q1	–	Sell	-39	Closed	–	–	562
2017 Q4	$0	Buy	+39	New	+$581	﹤0.01%	928

Other funds holding PGEN

Patient Capital Management Baltimore, Maryland $2.68B AUM 43.59% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

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

Geode Capital Management

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

Occam Crest Management Darien, Connecticut $161M AUM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return