LPL Financial
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LPL Financial’s Precigen PGEN Stock Holding History

LPL Financial’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
2025
Q4 		– Sell
-10,000
Closed -$32.9K – 6019
2025
Q3 		$32.9K Sell
10,000
-5,000
-33% -$14.1K ﹤0.01% 5687
2025
Q2 		$21.3K Buy
+15,000
New +$21.3K ﹤0.01% 5466

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $165M AUM
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

LPL Financial's PGEN Position: Q1 2026 in Review

LPL Financial increased its Precigen (PGEN) stake by 3.2% in Q1 2026, buying an estimated $27.2K and bringing the position to 211,144 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #4353.

LPL Financial first reported a position in PGEN in Q2 2015 and has held it in 41 quarters since. The position peaked at $855K in Q4 2025. 205 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

  • LPL Financial held 211,144 shares of Precigen worth $817K as of Q1 2026.
  • LPL Financial bought 6,620 Precigen shares in Q1 2026, an estimated $27.2K.
  • Precigen made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4353 holding.
  • LPL Financial first reported a position in Precigen in Q2 2015 and has held it in 41 quarters since.
  • LPL Financial's Precigen position peaked at $855K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.