LPL Financial’s Precigen PGEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.3M | Buy |
228,512
+17,368
| +8% | +$75.1K | ﹤0.01% | 4175 |
|
|
2026
Q1 | $817K | Buy |
211,144
+6,620
| +3% | +$27.2K | ﹤0.01% | 4353 |
|
|
2025
Q4 | $855K | Buy |
204,524
+41,100
| +25% | +$159K | ﹤0.01% | 4227 |
|
|
2025
Q3 | $538K | Buy |
163,424
+146,100
| +843% | +$412K | ﹤0.01% | 4560 |
|
|
2025
Q2 | $24.6K | Sell |
17,324
-442
| -2% | -$628 | ﹤0.01% | 5444 |
|
|
2025
Q1 | $26.5K | Sell |
17,766
-19,856
| -53% | -$31.3K | ﹤0.01% | 5226 |
|
|
2024
Q4 | $42.1K | Sell |
37,622
-27,350
| -42% | -$23.3K | ﹤0.01% | 5121 |
|
|
2024
Q3 | $61.5K | Sell |
64,972
-74,450
| -53% | -$93.9K | ﹤0.01% | 4971 |
|
|
2024
Q2 | $220K | Sell |
139,422
-14,077
| -9% | -$20.4K | ﹤0.01% | 4492 |
|
|
2024
Q1 | $223K | Buy |
153,499
+112,000
| +270% | +$161K | ﹤0.01% | 4430 |
|
|
2023
Q4 | $55.6K | Sell |
41,499
-175
| -0.4% | -$206 | ﹤0.01% | 4637 |
|
|
2023
Q3 | $59.2K | Sell |
41,674
-1,465
| -3% | -$2.08K | ﹤0.01% | 4500 |
|
|
2023
Q2 | $49.6K | Buy |
43,139
+850
| +2% | +$1K | ﹤0.01% | 4425 |
|
|
2023
Q1 | $44.8K | Buy |
42,289
+10,718
| +34% | +$15.5K | ﹤0.01% | 4319 |
|
|
2022
Q4 | $48K | Sell |
31,571
-1,000
| -3% | -$1.72K | ﹤0.01% | 4265 |
|
|
2022
Q3 | $69K | Hold |
32,571
| – | – | ﹤0.01% | 4182 |
|
|
2022
Q2 | $44K | Sell |
32,571
-473
| -1% | -$702 | ﹤0.01% | 4251 |
|
|
2022
Q1 | $70K | Sell |
33,044
-500
| -1% | -$1.22K | ﹤0.01% | 4020 |
|
|
2021
Q4 | $124K | Sell |
33,544
-3,850
| -10% | -$16.6K | ﹤0.01% | 4094 |
|
|
2021
Q3 | $187K | Sell |
37,394
-7,800
| -17% | -$44.9K | ﹤0.01% | 4008 |
|
|
2021
Q2 | $295K | Buy |
45,194
+250
| +0.6% | +$1.75K | ﹤0.01% | 3600 |
|
|
2021
Q1 | $310K | Sell |
44,944
-4,861
| -10% | -$41.1K | ﹤0.01% | 3451 |
|
|
2020
Q4 | $508K | Buy |
49,805
+9,748
| +24% | +$63.2K | ﹤0.01% | 2740 |
|
|
2020
Q3 | $140K | Buy |
40,057
+2,928
| +8% | +$13.9K | ﹤0.01% | 3303 |
|
|
2020
Q2 | $185K | Buy |
37,129
+2,912
| +9% | +$9.91K | ﹤0.01% | 3146 |
|
|
2020
Q1 | $116K | Sell |
34,217
-5,422
| -14% | -$23.4K | ﹤0.01% | 2970 |
|
|
2019
Q4 | $217K | Buy |
39,639
+10,120
| +34% | +$57K | ﹤0.01% | 3037 |
|
|
2019
Q3 | $169K | Buy |
29,519
+10,025
| +51% | +$68.1K | ﹤0.01% | 3062 |
|
|
2019
Q2 | $149K | Buy |
19,494
+2,659
| +16% | +$14.3K | ﹤0.01% | 3098 |
|
|
2019
Q1 | $89K | Buy |
16,835
+955
| +6% | +$6.62K | ﹤0.01% | 3082 |
|
|
2018
Q4 | $104K | Sell |
15,880
-3,284
| -17% | -$36.8K | ﹤0.01% | 2949 |
|
|
2018
Q3 | $330K | Buy |
19,164
+2,195
| +13% | +$32.6K | ﹤0.01% | 2598 |
|
|
2018
Q2 | $237K | Buy |
16,969
+1,348
| +9% | +$22.8K | ﹤0.01% | 2863 |
|
|
2018
Q1 | $239K | Sell |
15,621
-15,007
| -49% | -$215K | ﹤0.01% | 2816 |
|
|
2017
Q4 | $353K | Sell |
30,628
-11,603
| -27% | -$173K | ﹤0.01% | 2352 |
|
|
2017
Q3 | $803K | Buy |
42,231
+30,929
| +274% | +$637K | ﹤0.01% | 1589 |
|
|
2017
Q2 | $272K | Sell |
11,302
-14,003
| -55% | -$307K | ﹤0.01% | 2367 |
|
|
2017
Q1 | $490K | Buy |
+25,305
| New | +$565K | ﹤0.01% | 1821 |
|
|
2016
Q4 | – | Sell |
-25,322
| Closed | -$722K | – | 2753 |
|
|
2016
Q3 | $722K | Buy |
+25,322
| New | +$670K | 0.01% | 1429 |
|
|
2016
Q2 | – | Sell |
-11,452
| Closed | -$380K | – | 2894 |
|
|
2016
Q1 | $380K | Sell |
11,452
-16,400
| -59% | -$516K | ﹤0.01% | 2355 |
|
|
2015
Q4 | $789K | Buy |
+27,852
| New | +$939K | ﹤0.01% | 1865 |
|
|
2015
Q3 | – | Sell |
-7,133
| Closed | -$336K | – | 2873 |
|
|
2015
Q2 | $336K | Buy |
+7,133
| New | +$301K | ﹤0.01% | 2212 |
|
Other funds holding PGEN
PCM
DC
TCM
BCM
IAM
LPL Financial's PGEN Position: Q2 2026 in Review
LPL Financial increased its Precigen (PGEN) stake by 8.2% in Q2 2026, buying an estimated $75.1K and bringing the position to 228,512 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4175.
LPL Financial first reported a position in PGEN in Q2 2015 and has held it in 42 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.
- LPL Financial held 228,512 shares of Precigen worth $1.3M as of Q2 2026.
- LPL Financial bought 17,368 Precigen shares in Q2 2026, an estimated $75.1K.
- Precigen made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4175 holding.
- LPL Financial first reported a position in Precigen in Q2 2015 and has held it in 42 quarters since.
- 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.