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Vermillion & White Wealth Management Group’s Precigen PGEN Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-450
Closed -$1.88K – 389
2025
Q4 		$1.88K Hold
450
– – ﹤0.01% 502
2025
Q3 		$1.48K Hold
450
– – ﹤0.01% 519
2025
Q2 		$639 Hold
450
– – ﹤0.01% 505
2025
Q1 		$671 Hold
450
– – ﹤0.01% 490
2024
Q4 		$504 Hold
450
– – ﹤0.01% 359
2024
Q3 		$426 Hold
450
– – ﹤0.01% 334
2024
Q2 		$711 Hold
450
– – ﹤0.01% 346
2024
Q1 		$653 Sell
450
-450
-50% -$646 ﹤0.01% 324
2023
Q4 		$1.21K Buy
+900
New +$1.06K ﹤0.01% 266

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

Vermillion & White Wealth Management Group's PGEN Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Precigen (PGEN) in Q1 2026, closing a stake of 450 shares — an estimated $1.88K sold.

Vermillion & White Wealth Management Group first reported a position in PGEN in Q4 2023 and held it in 9 quarters. The position peaked at $1.88K in Q4 2025. 206 funds tracked by Wall St. Rank hold PGEN as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Precigen position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 450 Precigen shares in Q1 2026, an estimated $1.88K.
  • Vermillion & White Wealth Management Group first reported a position in Precigen in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Precigen position peaked at $1.88K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held Precigen as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.