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Key Financial Inc

Position in PGEN — Precigen, Inc.

CIK 1801720 WEST CHESTER, PA

Position in PGEN

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$19,350
-$1,550 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in PGEN Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Mar 31, 2026

Key Financial Inc holds $541,606 across 25 Biotechnology names. PGEN ranks #6 (3.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 PGEN
Precigen, Inc.
This page
5,000 $19,350

All Filings in PGEN

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4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $19,350 5,000
2025-12-31 $20,900 5,000
2025-09-30 $16,450 5,000
2025-06-30 $7,100 5,000