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Sunbelt Securities’s Precigen PGEN Stock Holding History

Sunbelt Securities’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
Q1 		$39 Hold
10
– – ﹤0.01% 2806
2025
Q4 		$42 Hold
10
– – ﹤0.01% 2664
2025
Q3 		$33 Buy
+10
New +$28 ﹤0.01% 2627

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $193M AUM 233.09% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Sunbelt Securities's PGEN Position: Q1 2026 in Review

Sunbelt Securities held its Precigen (PGEN) position steady in Q1 2026 at 10 shares worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

Sunbelt Securities first reported a position in PGEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $42 in Q4 2025. 206 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

  • Sunbelt Securities held 10 shares of Precigen worth $39 as of Q1 2026.
  • Sunbelt Securities left its Precigen share count unchanged in Q1 2026.
  • Precigen made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2806 holding.
  • Sunbelt Securities first reported a position in Precigen in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Precigen position peaked at $42 in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.