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 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 $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Center for Financial Planning's RGEN Position: Q1 2026 in Review

Center for Financial Planning held its Repligen (RGEN) position steady in Q1 2026 at 494 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #284.

Center for Financial Planning first reported a position in RGEN in Q4 2020 and has held it in 22 quarters since. The position peaked at $80.9K in Q4 2025. 441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

Center for Financial Planning held 494 shares of Repligen worth $58.2K as of Q1 2026.
Center for Financial Planning left its Repligen share count unchanged in Q1 2026.
Repligen made up 0.01% of Center for Financial Planning's portfolio in Q1 2026, its #284 holding.
Center for Financial Planning first reported a position in Repligen in Q4 2020 and has held it in 22 quarters since.
Center for Financial Planning's Repligen position peaked at $80.9K in Q4 2025.
441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.