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Investment Insight Wealth Management’s Precigen PGEN Stock Holding History

Investment Insight Wealth Management’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 		$603K Sell
105,791
-115
-0.1% -$497 0.52% 27
2026
Q1 		$410K Hold
105,906
– – 0.44% 27
2025
Q4 		$443K Buy
+105,906
New +$410K 0.43% 26

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

Investment Insight Wealth Management's PGEN Position: Q2 2026 in Review

Investment Insight Wealth Management reduced its Precigen (PGEN) stake by 0.11% in Q2 2026, selling an estimated $497 and leaving 105,791 shares worth $603K. The position accounts for 0.52% of the portfolio, ranked #27.

Investment Insight Wealth Management first reported a position in PGEN in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Investment Insight Wealth Management held 105,791 shares of Precigen worth $603K as of Q2 2026.
  • Investment Insight Wealth Management sold 115 Precigen shares in Q2 2026, an estimated $497.
  • Precigen made up 0.52% of Investment Insight Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Investment Insight Wealth Management first reported a position in Precigen in Q4 2025 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Investment Insight Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.