Rise Advisors’s Precigen PGEN Stock Holding History

Rise 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
2025 Q2	–	Sell	-565	Closed	-$842	–	1620
2025 Q1	$842	Buy	+565	New	+$889	﹤0.01%	1312

Other funds holding PGEN

PCM

Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PHP

Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Rise Advisors's PGEN Position: Q2 2025 in Review

Rise Advisors sold out of Precigen (PGEN) in Q2 2025, closing a stake of 565 shares — an estimated $842 sold.

Rise Advisors first reported a position in PGEN in Q1 2025 and held it in 1 quarter. The position peaked at $842 in Q1 2025. 147 funds tracked by Wall St. Rank hold PGEN as of Q2 2025.

Rise Advisors reported no remaining Precigen position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 565 Precigen shares in Q2 2025, an estimated $842.
Rise Advisors first reported a position in Precigen in Q1 2025 and held it in 1 quarter.
Rise Advisors's Precigen position peaked at $842 in Q1 2025.
147 funds tracked by Wall St. Rank held Precigen as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.