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Medallion Wealth Advisors’s Precigen PGEN Stock Holding History

Medallion Wealth Advisors’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
Q1 		$194 Hold
50
– – ﹤0.01% 1099
2025
Q4 		$209 Hold
50
– – ﹤0.01% 1094
2025
Q3 		$165 Hold
50
– – ﹤0.01% 1082
2025
Q2 		$71 Hold
50
– – ﹤0.01% 1082
2025
Q1 		$75 Hold
50
– – ﹤0.01% 1057
2024
Q4 		$75 Buy
+50
New +$43 ﹤0.01% 1000

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 $291M AUM 49.45% 1-Year Est. Return

Medallion Wealth Advisors's PGEN Position: Q1 2026 in Review

Medallion Wealth Advisors held its Precigen (PGEN) position steady in Q1 2026 at 50 shares worth $194. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Medallion Wealth Advisors first reported a position in PGEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $209 in Q4 2025. 205 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

  • Medallion Wealth Advisors held 50 shares of Precigen worth $194 as of Q1 2026.
  • Medallion Wealth Advisors left its Precigen share count unchanged in Q1 2026.
  • Precigen made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1099 holding.
  • Medallion Wealth Advisors first reported a position in Precigen in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Precigen position peaked at $209 in Q4 2025.
  • 205 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.