Spire Wealth Management’s Precigen PGEN Stock Holding History

Spire Wealth Management’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	-800	Closed	-$3.1K	–	2343
2026 Q1	$3.1K	Hold	800	–	–	﹤0.01%	1948
2025 Q4	$3.34K	Hold	800	–	–	﹤0.01%	1988
2025 Q3	$2.63K	Hold	800	–	–	﹤0.01%	2107
2025 Q2	$1.14K	Hold	800	–	–	﹤0.01%	2259
2025 Q1	$1.19K	Sell	800 -600	-43%	-$945	﹤0.01%	2360
2024 Q4	$1.57K	Buy	1,400 +2	+0.1%	+$2	﹤0.01%	2296
2024 Q3	$1.33K	Sell	1,398 -2	-0.1%	-$3	﹤0.01%	2063
2024 Q2	$2.21K	Hold	1,400	–	–	﹤0.01%	1994
2024 Q1	$2.03K	Hold	1,400	–	–	﹤0.01%	2092
2023 Q4	$1.79K	Hold	1,400	–	–	﹤0.01%	2164
2023 Q3	$1.99K	Hold	1,400	–	–	﹤0.01%	2140
2023 Q2	$1.61K	Hold	1,400	–	–	﹤0.01%	2230
2023 Q1	$1.48K	Hold	1,400	–	–	﹤0.01%	2323
2022 Q4	$2K	Hold	1,400	–	–	﹤0.01%	2085
2022 Q3	$3K	Buy	1,400 +600	+75%	+$1.26K	﹤0.01%	1882
2022 Q2	$1K	Hold	800	–	–	﹤0.01%	2563
2022 Q1	$2K	Hold	800	–	–	﹤0.01%	2410
2021 Q4	$3K	Hold	800	–	–	﹤0.01%	2710
2021 Q3	$4K	Hold	800	–	–	﹤0.01%	2351
2021 Q2	$5K	Sell	800 -200	-20%	-$1.4K	﹤0.01%	2320
2021 Q1	$7K	Buy	+1,000	New	+$8.45K	﹤0.01%	2537

Other funds holding PGEN

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's PGEN Position: Q2 2026 in Review

Spire Wealth Management sold out of Precigen (PGEN) in Q2 2026, closing a stake of 800 shares — an estimated $3.1K sold.

Spire Wealth Management first reported a position in PGEN in Q1 2021 and held it in 21 quarters. The position peaked at $7K in Q1 2021. 211 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

Spire Wealth Management reported no remaining Precigen position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 800 Precigen shares in Q2 2026, an estimated $3.1K.
Spire Wealth Management first reported a position in Precigen in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's Precigen position peaked at $7K in Q1 2021.
211 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.