CA
RGEN icon

Clearstead Advisors’s Repligen RGEN Stock Holding History

Clearstead Advisors’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 		$118K Hold
1,000
– – ﹤0.01% 1102
2025
Q4 		$164K Hold
1,000
– – ﹤0.01% 971
2025
Q3 		$134K Sell
1,000
-640
-39% -$77.7K ﹤0.01% 972
2025
Q2 		$204K Hold
1,640
– – ﹤0.01% 891
2025
Q1 		$209K Buy
1,640
+20
+1% +$3.08K ﹤0.01% 824
2024
Q4 		$233K Buy
1,620
+43
+3% +$6.17K ﹤0.01% 814
2024
Q3 		$235K Sell
1,577
-245
-13% -$35.1K ﹤0.01% 798
2024
Q2 		$230K Buy
1,822
+1,082
+146% +$170K ﹤0.01% 777
2024
Q1 		$121K Sell
740
-5
-0.7% -$952 0.01% 567
2023
Q4 		$134K Sell
745
-665
-47% -$104K 0.01% 521
2023
Q3 		$224K Buy
1,410
+557
+65% +$91.1K 0.01% 551
2023
Q2 		$121K Buy
853
+628
+279% +$101K 0.01% 531
2023
Q1 		$37.9K Buy
+225
New +$40.1K ﹤0.01% 718
2022
Q2 		– Sell
-13
Closed -$2K – 1413
2022
Q1 		$2K Buy
+13
New +$2.47K ﹤0.01% 1231

Other funds holding RGEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return