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 Q2	$143K	Buy	+25,000	New	+$108K	﹤0.01%	315

Other funds holding PGEN

LexAurum Advisors Overland Park, Kansas $866M AUM

Lansing Street Advisors Ambler, Pennsylvania $472M AUM 23.5% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Welch Group's PGEN Position: Q2 2026 in Review

Welch Group opened a new position in Precigen (PGEN) in Q2 2026: 25,000 shares worth $143K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings.

31 funds tracked by Wall St. Rank hold PGEN as of Q2 2026.

Welch Group held 25,000 shares of Precigen worth $143K as of Q2 2026.
Precigen was a new Welch Group position in Q2 2026.
Precigen made up ﹤0.01% of Welch Group's portfolio in Q2 2026, its #315 holding.
31 funds tracked by Wall St. Rank held Precigen as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.