MW
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Marks Wealth’s Precigen PGEN Stock Holding History

Marks Wealth’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
Q3 		– Sell
-10,042
Closed -$14.3K – 30
2025
Q2 		$14.3K Buy
10,042
+18
+0.2% +$26 ﹤0.01% 22
2025
Q1 		$14.9K Buy
10,024
+24
+0.2% +$38 0.01% 16
2024
Q4 		$11.2K Hold
10,000
– – 0.01% 16
2024
Q3 		$9.47K Buy
+10,000
New +$12.6K ﹤0.01% 27

Other funds holding PGEN

PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $165M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Marks Wealth's PGEN Position: Q3 2025 in Review

Marks Wealth sold out of Precigen (PGEN) in Q3 2025, closing a stake of 10,042 shares — an estimated $14.3K sold.

Marks Wealth first reported a position in PGEN in Q3 2024 and held it in 4 quarters. The position peaked at $14.9K in Q1 2025. 167 funds tracked by Wall St. Rank hold PGEN as of Q3 2025.

  • Marks Wealth reported no remaining Precigen position as of Q3 2025 after selling out during the quarter.
  • Marks Wealth sold 10,042 Precigen shares in Q3 2025, an estimated $14.3K.
  • Marks Wealth first reported a position in Precigen in Q3 2024 and held it in 4 quarters.
  • Marks Wealth's Precigen position peaked at $14.9K in Q1 2025.
  • 167 funds tracked by Wall St. Rank held Precigen as of Q3 2025.

Based on Marks Wealth's 13F filing for Q3 2025, filed 28 Oct 2025.