Tortoise Investment Management’s Precigen PGEN Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-3,000	Closed	-$9.87K	–	1103
2025 Q3	$9.87K	Hold	3,000	–	–	﹤0.01%	617
2025 Q2	$4.26K	Hold	3,000	–	–	﹤0.01%	674
2025 Q1	$4.47K	Hold	3,000	–	–	﹤0.01%	647
2024 Q4	$3.36K	Hold	3,000	–	–	﹤0.01%	719
2024 Q3	$2.84K	Hold	3,000	–	–	﹤0.01%	743
2024 Q2	$4.74K	Hold	3,000	–	–	﹤0.01%	694
2024 Q1	$4.35K	Hold	3,000	–	–	﹤0.01%	689
2023 Q4	$4.02K	Hold	3,000	–	–	﹤0.01%	645
2023 Q3	$4.26K	Sell	3,000 -3,000	-50%	-$4.25K	﹤0.01%	633
2023 Q2	$6.9K	Buy	6,000 +3,000	+100%	+$3.54K	﹤0.01%	594
2023 Q1	$3.18K	Hold	3,000	–	–	﹤0.01%	652
2022 Q4	$4.56K	Hold	3,000	–	–	﹤0.01%	621
2022 Q3	$6K	Hold	3,000	–	–	﹤0.01%	591
2022 Q2	$4K	Hold	3,000	–	–	﹤0.01%	623
2022 Q1	$6K	Buy	+3,000	New	+$7.3K	﹤0.01%	550

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Tortoise Investment Management's PGEN Position: Q4 2025 in Review

Tortoise Investment Management sold out of Precigen (PGEN) in Q4 2025, closing a stake of 3,000 shares — an estimated $9.87K sold.

Tortoise Investment Management first reported a position in PGEN in Q1 2022 and held it in 15 quarters. The position peaked at $9.87K in Q3 2025. 179 funds tracked by Wall St. Rank hold PGEN as of Q4 2025.

Tortoise Investment Management reported no remaining Precigen position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 3,000 Precigen shares in Q4 2025, an estimated $9.87K.
Tortoise Investment Management first reported a position in Precigen in Q1 2022 and held it in 15 quarters.
Tortoise Investment Management's Precigen position peaked at $9.87K in Q3 2025.
179 funds tracked by Wall St. Rank held Precigen as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.