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Physician Wealth Advisors’s Precigen PGEN Stock Holding History

Physician 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 		$4.32K Hold
758
– – ﹤0.01% 1161
2026
Q1 		$2.93K Hold
758
– – ﹤0.01% 1188
2025
Q4 		$3.17K Hold
758
– – ﹤0.01% 1119
2025
Q3 		$2.49K Hold
758
– – ﹤0.01% 1127
2025
Q2 		$1.08K Buy
+758
New +$1.08K ﹤0.01% 1369

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

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

Physician Wealth Advisors held its Precigen (PGEN) position steady in Q2 2026 at 758 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Physician Wealth Advisors first reported a position in PGEN in Q2 2025 and has held it in 5 quarters since. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Physician Wealth Advisors held 758 shares of Precigen worth $4.32K as of Q2 2026.
  • Physician Wealth Advisors left its Precigen share count unchanged in Q2 2026.
  • Precigen made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1161 holding.
  • Physician Wealth Advisors first reported a position in Precigen in Q2 2025 and has held it in 5 quarters since.
  • 211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.