Question 1

Does Charles Schwab Investment Management own PGEN stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Charles Schwab Investment Management holds 1,515,853 shares of PGEN (Precigen), worth $8.6M.

Question 2

How many shares of PGEN does Charles Schwab Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Charles Schwab Investment Management holds 1,515,853 shares of PGEN (Precigen).

Question 3

What is Charles Schwab Investment Management's PGEN position worth?

Accepted Answer

As of its Q2 2026 13F, Charles Schwab Investment Management's PGEN position is worth $8.6M.

Question 4

Is Charles Schwab Investment Management buying or selling PGEN?

Accepted Answer

In Q2 2026, Charles Schwab Investment Management increased its PGEN position by 55,233 shares (+3.8%).

Question 5

When did Charles Schwab Investment Management first buy PGEN?

Accepted Answer

Charles Schwab Investment Management already held PGEN in its Q1 2020 13F, the earliest on record, and has listed it in 26 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+3.8%	$8.6M	0.0%	$5.70	29
2026-Q1	Decreased	1.5M	-3.1%	$5.7M	0.0%	$3.87	0
2025-Q4	Increased	1.5M	+19.6%	$6.3M	0.0%	$4.18	32
2025-Q3	Decreased	1.3M	-0.8%	$4.1M	0.0%	$3.29	0
2025-Q2	Increased	1.3M	+4.4%	$1.8M	0.0%	$1.42	27
2025-Q1	Decreased	1.2M	-4.9%	$1.8M	0.0%	$1.49	0
2024-Q4	Increased	1.3M	+4.6%	$1.4M	0.0%	$1.12	27
2024-Q3	Increased	1.2M	+11.6%	$1.2M	0.0%	$0.95	28
2024-Q2	Increased	1.1M	+2.5%	$1.7M	0.0%	$1.58	26
2024-Q1	Increased	1.1M	+5.9%	$1.5M	0.0%	$1.45	27
2023-Q4	Decreased	1M	-4.8%	$1.4M	0.0%	$1.34	0
2023-Q3	Decreased	1.1M	-3.4%	$1.5M	0.0%	$1.42	0
2023-Q2	Increased	1.1M	+6.1%	$1.3M	0.0%	$1.15	27
2023-Q1	Increased	1M	+36.6%	$1.1M	0.0%	$1.06	33
2022-Q4	Increased	757,432	+1.5%	$1.2M	0.0%	$1.52	26
2022-Q3	Increased	746,525	+11.6%	$1.6M	0.0%	$2.12	29
2022-Q2	Decreased	668,824	-7.5%	$897,000	0.0%	$1.34	0
2022-Q1	Decreased	723,138	-4.1%	$1.5M	0.0%	$2.11	0
2021-Q4	Increased	753,705	+2.1%	$2.8M	0.0%	$3.71	27
2021-Q3	Increased	738,344	+1.7%	$3.7M	0.0%	$4.99	27
2021-Q2	Increased	725,930	+24.4%	$4.7M	0.0%	$6.52	33
2021-Q1	Increased	583,343	+24.8%	$4M	0.0%	$6.89	33
2020-Q4	Increased	467,411	+3.2%	$4.8M	0.0%	$10.20	28
2020-Q3	Increased	452,874	+0.2%	$1.6M	0.0%	$3.50	26
2020-Q2	Increased	452,123	+1.1%	$2.3M	0.0%	$4.99	26
2020-Q1	New	447,182	-	$1.5M	0.0%	$3.40	35

PGEN26 quarters

PGEN
26 quarters