Welch Group’s Precigen PGEN Stock Holding History

Welch 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 Q3	$214K	Hold	25,000	–	–	0.01%	301
2026 Q2	$142K	Buy	+25,000	New	+$108K	﹤0.01%	315

Other funds holding PGEN

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Iridian Asset Management Westport, Connecticut $275M AUM 37.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Welch Group's PGEN Position: Q3 2026 in Review

Welch Group held its Precigen (PGEN) position steady in Q3 2026 at 25,000 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #301.

Welch Group first reported a position in PGEN in Q2 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold PGEN as of Q3 2026.

Welch Group held 25,000 shares of Precigen worth $214K as of Q3 2026.
Welch Group left its Precigen share count unchanged in Q3 2026.
Precigen made up 0.01% of Welch Group's portfolio in Q3 2026, its #301 holding.
Welch Group first reported a position in Precigen in Q2 2026 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held Precigen as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.