Corient Private Wealth LP: PGEN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on PGEN, newest first. How the timeline and the estimate are built.
Corient Private Wealth LP held 333,800 PGEN shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.
the latest 13F is the newest step
- period ended2026-06-3013F/A 333,800 sharesChange vs previous 13F -577,406 shares
<0.01% of the 13F portfolio, value $1,902,660.
13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 911,206 sharesChange vs previous 13F +479,496 shares
0.01% of the 13F portfolio, value $3,526,368.
13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 431,710 sharesChange vs previous 13F -365,861 shares
<0.01% of the 13F portfolio, value $1,804,550.
13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 797,571 sharesChange vs previous 13F +82,880 shares
<0.01% of the 13F portfolio, value $2,624,009.
13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 714,691 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $1,014,862.
13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 714,691 sharesChange vs previous 13F +100,720 shares
<0.01% of the 13F portfolio, value $1,064,891.
13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 613,971 sharesChange vs previous 13F -1,000 shares
<0.01% of the 13F portfolio, value $687,647.
13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 614,971 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $582,440.
13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).