VWWMG
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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 – 390
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 $2.68B AUM 43.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DC
Diametric Capital Boston, Massachusetts $382M AUM 31.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Occam Crest Management Darien, Connecticut $161M AUM
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return