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Keating Financial Advisory Services’s Precigen PGEN Stock Holding History

Keating Financial Advisory Services’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 		– Sell
-3
Closed -$12 – 2684
2026
Q1 		$12 Buy
+3
New +$12 ﹤0.01% 2538

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DC
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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
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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

Keating Financial Advisory Services's PGEN Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of Precigen (PGEN) in Q2 2026, closing a stake of 3 shares — an estimated $12 sold.

Keating Financial Advisory Services first reported a position in PGEN in Q1 2026 and held it in 1 quarter. The position peaked at $12 in Q1 2026. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining Precigen position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 3 Precigen shares in Q2 2026, an estimated $12.
  • Keating Financial Advisory Services first reported a position in Precigen in Q1 2026 and held it in 1 quarter.
  • Keating Financial Advisory Services's Precigen position peaked at $12 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.