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Disclosery

Creative Planning: PGEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on PGEN, newest first. How the timeline and the estimate are built.

Creative Planning held 196,885 PGEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,885 shares
    Change vs previous 13F +21,136 shares

    <0.01% of the 13F portfolio, value $1,122,244.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 175,749 shares
    Change vs previous 13F +5,130 shares

    <0.01% of the 13F portfolio, value $680,149.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 170,619 shares
    Change vs previous 13F -1,937 shares

    <0.01% of the 13F portfolio, value $713,187.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 172,556 shares
    Change vs previous 13F +78,265 shares

    <0.01% of the 13F portfolio, value $567,710.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 94,291 shares
    Change vs previous 13F +52,901 shares

    <0.01% of the 13F portfolio, value $133,893.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,390 shares
    Change vs previous 13F +16,213 shares

    <0.01% of the 13F portfolio, value $61,671.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,177 shares
    Change vs previous 13F -3,807 shares

    <0.01% of the 13F portfolio, value $28,198.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,984 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,451.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).