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Root Financial Partners’s Precigen PGEN Stock Holding History

Root Financial Partners’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
-179
Closed -$693 – 2394
2026
Q1 		$693 Buy
+179
New +$734 ﹤0.01% 2749

Other funds holding PGEN

IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
LSA
Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return
GP
GLR Partners Columbia, Maryland $215M AUM
IIWM
Investment Insight Wealth Management North Massapequa, New York $115M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's PGEN Position: Q2 2026 in Review

Root Financial Partners sold out of Precigen (PGEN) in Q2 2026, closing a stake of 179 shares — an estimated $693 sold.

Root Financial Partners first reported a position in PGEN in Q1 2026 and held it in 1 quarter. The position peaked at $693 in Q1 2026. 40 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Root Financial Partners reported no remaining Precigen position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 179 Precigen shares in Q2 2026, an estimated $693.
  • Root Financial Partners first reported a position in Precigen in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Precigen position peaked at $693 in Q1 2026.
  • 40 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.