Jones Financial Companies
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Jones Financial Companies’s Precigen PGEN Stock Holding History

Jones Financial Companies’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 		$1.06K Hold
181
– – ﹤0.01% 4595
2026
Q1 		$664 Hold
181
– – ﹤0.01% 4445
2025
Q4 		$757 Hold
181
– – ﹤0.01% 4082
2025
Q3 		$635 Hold
181
– – ﹤0.01% 3991
2025
Q2 		$257 Buy
+181
New +$257 ﹤0.01% 3887
2023
Q4 		– Sell
-13
Closed -$18 – 1030
2023
Q3 		$18 Hold
13
– – ﹤0.01% 688
2023
Q2 		$15 Hold
13
– – ﹤0.01% 527
2023
Q1 		$14 Hold
13
– – ﹤0.01% 565
2022
Q4 		$0 Hold
13
– – ﹤0.01% 760
2022
Q3 		$0 Hold
13
– – ﹤0.01% 687
2022
Q2 		$0 Buy
+13
New +$19 ﹤0.01% 816

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

Jones Financial Companies's PGEN Position: Q2 2026 in Review

Jones Financial Companies held its Precigen (PGEN) position steady in Q2 2026 at 181 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #4595.

Jones Financial Companies first reported a position in PGEN in Q2 2022 and has held it in 11 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Jones Financial Companies held 181 shares of Precigen worth $1.06K as of Q2 2026.
  • Jones Financial Companies left its Precigen share count unchanged in Q2 2026.
  • Precigen made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4595 holding.
  • Jones Financial Companies first reported a position in Precigen in Q2 2022 and has held it in 11 quarters since.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.