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True Wealth Design’s Precigen PGEN Stock Holding History

True Wealth Design’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 		$160 Buy
+28
New +$121 ﹤0.01% 2487
2025
Q2 		– Sell
-20
Closed -$30 – 2765
2025
Q1 		$30 Buy
+20
New +$31 ﹤0.01% 2512

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 $3.38T AUM 44.17% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Vanguard Capital Management
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

True Wealth Design's PGEN Position: Q2 2026 in Review

True Wealth Design opened a new position in Precigen (PGEN) in Q2 2026: 28 shares worth $160. The stake represents ﹤0.01% of the portfolio and ranks #2487 among its holdings. This is a return to the name: True Wealth Design previously reported a position in PGEN as recently as Q1 2025.

True Wealth Design first reported a position in PGEN in Q1 2025 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

  • True Wealth Design held 28 shares of Precigen worth $160 as of Q2 2026.
  • Precigen was a new True Wealth Design position in Q2 2026.
  • Precigen made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2487 holding.
  • True Wealth Design first reported a position in Precigen in Q1 2025 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.