SMH
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Sanders Morris Harris’s Precigen PGEN Stock Holding History

Sanders Morris Harris’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
-25,000
Closed -$96.8K – 223
2026
Q1 		$96.8K Buy
+25,000
New +$103K 0.02% 281
2025
Q1 		– Sell
-363,182
Closed -$264K – 303
2024
Q4 		$264K Hold
363,182
– – 0.04% 237
2024
Q3 		$344K Sell
363,182
-196,318
-35% -$248K 0.06% 196
2024
Q2 		$884K Sell
559,500
-145,500
-21% -$211K 0.15% 97
2024
Q1 		$1.02M Buy
+705,000
New +$1.01M 0.19% 84
2023
Q4 		– Sell
-410,000
Closed -$582K – 226
2023
Q3 		$582K Buy
410,000
+85,000
+26% +$120K 0.12% 136
2023
Q2 		$374K Buy
325,000
+70,000
+27% +$82.6K 0.08% 169
2023
Q1 		$270K Buy
255,000
+165,000
+183% +$238K 0.09% 103
2022
Q4 		$137K Hold
90,000
– – 0.05% 185
2022
Q3 		$191K Hold
90,000
– – 0.05% 249
2022
Q2 		$121K Buy
90,000
+10,000
+13% +$14.8K 0.03% 265
2022
Q1 		$169K Buy
80,000
+40,000
+100% +$97.4K 0.03% 276
2021
Q4 		$148K Sell
40,000
-5,000
-11% -$21.5K 0.03% 284
2021
Q3 		$225K Buy
45,000
+10,000
+29% +$57.6K 0.04% 271
2021
Q2 		$228K Hold
35,000
– – 0.04% 275
2021
Q1 		$241K Sell
35,000
-5,000
-13% -$42.3K 0.05% 252
2020
Q4 		$408K Sell
40,000
-100,809
-72% -$654K 0.09% 183
2020
Q3 		$493K Buy
+140,809
New +$668K 0.13% 148
2020
Q2 		– Sell
-110,809
Closed – – 179
2020
Q1 		$0 Sell
110,809
-112,000
-50% -$483K ﹤0.01% 257
2019
Q4 		$1.17M Buy
222,809
+13,000
+6% +$73.2K 0.27% 95
2019
Q3 		$1.2M Sell
209,809
-3,000
-1% -$20.4K 0.29% 85
2019
Q2 		$1.63M Sell
212,809
-10,000
-4% -$53.8K 0.42% 55
2019
Q1 		$1.17M Buy
222,809
+40,609
+22% +$282K 0.57% 35
2018
Q4 		$1.19M Buy
182,200
+77,232
+74% +$866K 0.65% 31
2018
Q3 		$1.81M Sell
104,968
-24,232
-19% -$360K 0.85% 30
2018
Q2 		$1.8M Buy
129,200
+55,200
+75% +$932K 0.83% 29
2018
Q1 		$1.13M Sell
74,000
-11,300
-13% -$162K 0.48% 41
2017
Q4 		$983K Sell
85,300
-11,550
-12% -$172K 0.42% 38
2017
Q3 		$1.84M Buy
96,850
+1,800
+2% +$37K 0.79% 33
2017
Q2 		$2.29M Buy
95,050
+1,360
+1% +$29.8K 0.93% 25
2017
Q1 		$1.86M Sell
93,690
-843
-0.9% -$18.8K 0.68% 37
2016
Q4 		$2.28M Sell
94,533
-252
-0.3% -$7.01K 1.05% 20
2016
Q3 		$2.63M Buy
94,785
+9,020
+11% +$239K 0.8% 35
2016
Q2 		$2.09M Buy
85,765
+41,470
+94% +$1.18M 0.49% 53
2016
Q1 		$1.49M Buy
+44,295
New +$1.39M 0.26% 84

Other funds holding PGEN

LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $134M AUM
CCM
Chiron Capital Management Tallahassee, Florida $111M AUM
ATC
Adirondack Trust Company Saratoga Springs, New York $336M AUM 29.2% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Sanders Morris Harris's PGEN Position: Q2 2026 in Review

Sanders Morris Harris sold out of Precigen (PGEN) in Q2 2026, closing a stake of 25,000 shares — an estimated $96.8K sold.

Sanders Morris Harris first reported a position in PGEN in Q1 2016 and held it in 35 quarters. The position peaked at $2.63M in Q3 2016. 15 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • Sanders Morris Harris reported no remaining Precigen position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 25,000 Precigen shares in Q2 2026, an estimated $96.8K.
  • Sanders Morris Harris first reported a position in Precigen in Q1 2016 and held it in 35 quarters.
  • Sanders Morris Harris's Precigen position peaked at $2.63M in Q3 2016.
  • 15 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.