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Caliber Wealth Management (Kansas)’s Regenxbio RGNX Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio RGNX Stock Details RGNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,095
Closed -$132K – 285
2025
Q2 		$132K Sell
16,095
-1,493
-8% -$12.5K 0.01% 279
2025
Q1 		$126K Buy
+17,588
New +$131K 0.02% 247

Other funds holding RGNX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s RGNX Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Regenxbio (RGNX) in Q3 2025, closing a stake of 16,095 shares — an estimated $132K sold.

Caliber Wealth Management (Kansas) first reported a position in RGNX in Q1 2025 and held it in 2 quarters. The position peaked at $132K in Q2 2025. 166 funds tracked by Wall St. Rank hold RGNX as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Regenxbio position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 16,095 Regenxbio shares in Q3 2025, an estimated $132K.
  • Caliber Wealth Management (Kansas) first reported a position in Regenxbio in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Regenxbio position peaked at $132K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held Regenxbio as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.