Congress Wealth Management LLC / DE / »

Precigen shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Precigen (PGEN) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Precigen

Tip: Access up to 7 years of quarterly data

All positions including Precigen held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Precigen by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2023-12-31 $16k 12k 1.34
2022-06-30 $16k 12k 1.33
2022-03-31 $25k 12k 2.08
2021-12-31 $45k 12k 3.75

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Precigen

Patient Capital Management
Vanguard Group
Millennium Management
Iridian Asset Management
Jpmorgan Chase & Co
Opaleye Management
D. E. Shaw & Co
Charles Schwab Investment Management
Sanders Morris Harris
GSA Capital Partners
Citadel Advisors
Emfo
Bank of New York Mellon
Jacobs Levy Equity Management
Bank of America Corporation

View all funds holding Precigen