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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
Q2 		– Sell
-50
Closed -$194 – 1284
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 $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 $3.37T AUM 44.26% 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

Medallion Wealth Advisors's PGEN Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of Precigen (PGEN) in Q2 2026, closing a stake of 50 shares — an estimated $194 sold.

Medallion Wealth Advisors first reported a position in PGEN in Q4 2024 and held it in 6 quarters. The position peaked at $209 in Q4 2025. 210 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Medallion Wealth Advisors reported no remaining Precigen position as of Q2 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 50 Precigen shares in Q2 2026, an estimated $194.
  • Medallion Wealth Advisors first reported a position in Precigen in Q4 2024 and held it in 6 quarters.
  • Medallion Wealth Advisors's Precigen position peaked at $209 in Q4 2025.
  • 210 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.