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Equibles

Creative Planning

Position in PGEN — Precigen, Inc.

CIK 1540235 OVERLAND PARK, KS
Back to PGEN Full portfolio

Position in PGEN

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,122,244
+$442,096 QoQ
Shares Held
196,885
+12.0% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#62
of 210 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 3% Shared 0% None 97%

Common Shares in PGEN Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Creative Planning holds $457,365,908 across 219 Biotechnology names. PGEN ranks #77 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRTX
Vertex Pharmaceuticals Inc / Ma
 127,672 $63,418,511
2 REGN
Regeneron Pharmaceuticals, Inc.
 36,949 $23,039,178
3 EXEL
Exelixis, Inc.
 270,292 $14,706,586
4 INCY
Incyte Corp
 110,664 $12,544,870
5 CYTK
Cytokinetics Inc
 141,939 $12,091,783
6 RVMD
Revolution Medicines, Inc.
 64,120 $12,008,393
7 ARGX
Argenx SE
 12,744 $11,823,500
8 BMRN
Biomarin Pharmaceutical Inc
 153,161 $8,763,872

All Filings in PGEN

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,122,244 196,885
2026-03-31 $680,148 175,749
2025-12-31 $713,187 170,619
2025-09-30 $567,708 172,556
2025-06-30 $133,893 94,291
2025-03-31 $61,671 41,390
2024-12-31 $28,198 25,177
2024-09-30 $27,534 28,984
2024-06-30 $58,327 36,916
2024-03-31 $47,899 33,034
2023-12-31 $33,127 24,722
2023-09-30 $326,091 229,642
2023-06-30 $261,631 227,506
2023-03-31 $238,189 224,707
2022-12-31 $343,378 225,907
2022-09-30 $454,634 214,450
2022-06-30 $287,363 214,450
2022-03-31 $93,789 44,450
2021-12-31 $164,909 44,450
2021-09-30 $72,379 14,505
2021-06-30 $573,362 87,939
2021-03-31 $1,309,761 190,096
2020-12-31 $1,646,167 161,389
2020-09-30 $512,361 146,389
2020-06-30 $735,970 147,489
2020-03-31 $554,716 163,152