Center for Financial Planning’s Repligen RGEN Stock Holding History

Center for Financial Planning’s Portfolio RGEN Stock Details RGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$103K	Buy	755 +261	+53%	+$32.1K	0.01%	237
2026 Q1	$58.2K	Hold	494	–	–	0.01%	284
2025 Q4	$80.9K	Hold	494	–	–	0.01%	255
2025 Q3	$66K	Hold	494	–	–	0.01%	272
2025 Q2	$61.4K	Buy	494 +126	+34%	+$16K	0.01%	274
2025 Q1	$46.8K	Buy	368 +193	+110%	+$29.7K	0.01%	285
2024 Q4	$25.2K	Hold	175	–	–	﹤0.01%	324
2024 Q3	$26K	Hold	175	–	–	﹤0.01%	311
2024 Q2	$22.1K	Hold	175	–	–	﹤0.01%	316
2024 Q1	$32.2K	Hold	175	–	–	﹤0.01%	286
2023 Q4	$31.5K	Hold	175	–	–	0.01%	271
2023 Q3	$27.8K	Hold	175	–	–	0.01%	274
2023 Q2	$24.8K	Hold	175	–	–	0.01%	303
2023 Q1	$29.5K	Hold	175	–	–	0.01%	267
2022 Q4	$29.6K	Hold	175	–	–	0.01%	262
2022 Q3	$33K	Hold	175	–	–	0.01%	246
2022 Q2	$28K	Hold	175	–	–	0.01%	265
2022 Q1	$33K	Hold	175	–	–	0.01%	261
2021 Q4	$46K	Hold	175	–	–	0.01%	238
2021 Q3	$51K	Hold	175	–	–	0.01%	218
2021 Q2	$35K	Hold	175	–	–	0.01%	252
2021 Q1	$34K	Hold	175	–	–	0.01%	251
2020 Q4	$34K	Buy	+175	New	+$31.8K	0.01%	238

Other funds holding RGEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Center for Financial Planning's RGEN Position: Q2 2026 in Review

Center for Financial Planning increased its Repligen (RGEN) stake by 53% in Q2 2026, buying an estimated $32.1K and bringing the position to 755 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #237.

Center for Financial Planning first reported a position in RGEN in Q4 2020 and has held it in 23 quarters since. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

Center for Financial Planning held 755 shares of Repligen worth $103K as of Q2 2026.
Center for Financial Planning bought 261 Repligen shares in Q2 2026, an estimated $32.1K.
Repligen made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #237 holding.
Center for Financial Planning first reported a position in Repligen in Q4 2020 and has held it in 23 quarters since.
482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.