Position in PGEN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$253,074
+$81,250 QoQ
Shares Held
44,399
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#113
of 210 holders
Holding Since
Jun 2022
17 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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $1,567,527 across 5 Biotechnology names. PGEN ranks #4 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,051 | $522,063 | |
| 2 | MIST |
Milestone Pharmaceuticals Inc.
|
339,450 | $454,863 | |
| 3 | REGN |
Regeneron Pharmaceuticals, Inc.
|
430 | $268,122 | |
| 4 | PGEN |
Precigen, Inc.
This page
|
44,399 | $253,074 | |
| 5 | EPRX |
Eupraxia Pharmaceuticals Inc.
|
10,500 | $69,405 |
All Filings in PGEN
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,074 | 44,399 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $171,824 | 44,399 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $185,587 | 44,399 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $146,072 | 44,399 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $63,046 | 44,399 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,154 | 44,399 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,726 | 44,399 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,179 | 44,399 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $70,150 | 44,399 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $64,378 | 44,399 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $59,494 | 44,399 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $63,046 | 44,399 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,058 | 44,399 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $47,062 | 44,399 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $67,486 | 44,399 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $94,125 | 44,399 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $59,494 | 44,399 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||