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 $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 $3.38T AUM 44.17% 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

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. 210 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.
  • 210 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.