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Integrated Wealth Concepts’s Precigen PGEN Stock Holding History

Integrated Wealth Concepts’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
Q2 		$73.2K Buy
+12,843
New +$55.5K ﹤0.01% 3062

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Concepts's PGEN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Precigen (PGEN) in Q2 2026: 12,843 shares worth $73.2K. The stake represents ﹤0.01% of the portfolio and ranks #3062 among its holdings.

211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Integrated Wealth Concepts held 12,843 shares of Precigen worth $73.2K as of Q2 2026.
  • Precigen was a new Integrated Wealth Concepts position in Q2 2026.
  • Precigen made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3062 holding.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.