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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PGEN holding history

Precigen, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PGEN overviewAll 13F holders of PGENFull Q2 2026 holdings

Shares (Q2 2026)
196,885
Value
$1.12M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PGEN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026196,885$1.12M<0.1%+21,136+12.0%AddedHolders
Q1 2026175,749$680.1K<0.1%+5,130+3.0%AddedHolders
Q4 2025170,619$713.2K<0.1%−1,937−1.1%ReducedHolders
Q3 2025172,556$567.7K<0.1%+78,265+83.0%AddedHolders
Q2 202594,291$133.9K<0.1%+52,901+127.8%AddedHolders
Q1 202541,390$61.7K<0.1%+16,213+64.4%AddedHolders
Q4 202425,177$28.2K<0.1%−3,807−13.1%ReducedHolders
Q3 202428,984$27.5K<0.1%−7,932−21.5%ReducedHolders
Q2 202436,916$58.3K<0.1%+3,882+11.8%AddedHolders
Q1 202433,034$47.9K<0.1%+8,312+33.6%AddedHolders
Q4 202324,722$33.1K<0.1%−204,920−89.2%ReducedHolders
Q3 2023229,642$326.1K<0.1%+2,136+0.9%AddedHolders
Q2 2023227,506$261.6K<0.1%+2,799+1.2%AddedHolders
Q1 2023224,707$238.2K<0.1%−1,200−0.5%ReducedHolders
Q4 2022225,907$343.4K<0.1%+11,457+5.3%AddedHolders
Q3 2022214,450$455.0K<0.1%00.0%UnchangedHolders
Q2 2022214,450$287.0K<0.1%+170,000+382.5%AddedHolders
Q1 202244,450$94.0K<0.1%00.0%UnchangedHolders
Q4 202144,450$165.0K<0.1%+29,945+206.4%AddedHolders
Q3 202114,505$72.0K<0.1%−73,434−83.5%ReducedHolders
Q2 202187,939$573.0K<0.1%−102,157−53.7%ReducedHolders
Q1 2021190,096$1.31M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.