Position in PGEN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$165,214
+$53,043 QoQ
Shares Held
28,985
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#3
of 12 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PGEN Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Apella Capital, LLC holds $7,226,690 across 7 Biotechnology names. PGEN ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DRTS |
Alpha Tau Medical Ltd.
|
382,284 | $4,809,132 | |
| 2 | CLDX |
Celldex Therapeutics, Inc.
|
26,658 | $991,944 | |
| 3 | AVXL |
Anavex Life Sciences Corp.
|
227,995 | $590,507 | |
| 4 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
603 | $299,528 | |
| 5 | NERV |
Minerva Neurosciences, Inc.
|
42,250 | $234,487 | |
| 6 | PGEN |
Precigen, Inc.
This page
|
28,985 | $165,214 | |
| 7 | OMER |
Omeros Corp
|
14,288 | $135,878 |
All Filings in PGEN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,214 | 28,985 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $112,171 | 28,985 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $121,157 | 28,985 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $95,360 | 28,985 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $41,158 | 28,985 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $43,187 | 28,985 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||