Congress Wealth Management’s Repligen RGEN Stock Holding History

Congress Wealth Management’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
2025 Q2	$2.72M	Buy	21,845 +1,033	+5%	+$131K	0.03%	507
2025 Q1	$2.65M	Buy	20,812 +4,977	+31%	+$766K	0.03%	439
2024 Q4	$2.28M	Sell	15,835 -898	-5%	-$129K	0.03%	392
2024 Q3	$2.49M	Buy	16,733 +2,058	+14%	+$295K	0.03%	387
2024 Q2	$1.85M	Buy	14,675 +1,455	+11%	+$228K	0.03%	371
2024 Q1	$2.43M	Buy	13,220 +1,362	+11%	+$259K	0.04%	293
2023 Q4	$2.13M	Buy	11,858 +1,113	+10%	+$173K	0.04%	305
2023 Q3	$1.71M	Buy	10,745 +1,070	+11%	+$175K	0.04%	317
2023 Q2	$1.37M	Buy	9,675 +456	+5%	+$73.1K	0.03%	311
2023 Q1	$1.55M	Buy	9,219 +1,544	+20%	+$275K	0.04%	297
2022 Q4	$1.3M	Buy	7,675 +633	+9%	+$115K	0.03%	311
2022 Q3	$1.32M	Buy	7,042 +1,185	+20%	+$250K	0.04%	305
2022 Q2	$950K	Sell	5,857 -36,418	-86%	-$5.76M	0.02%	338
2022 Q1	$7.95M	Buy	42,275 +13,687	+48%	+$2.6M	0.17%	167
2021 Q4	$7.57M	Buy	+28,588	New	+$7.7M	0.15%	181

Other funds holding RGEN

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Congress Wealth Management's RGEN Position: Q2 2025 in Review

Congress Wealth Management increased its Repligen (RGEN) stake by 5% in Q2 2025, buying an estimated $131K and bringing the position to 21,845 shares worth $2.72M. The position accounts for 0.03% of the portfolio, ranked #507.

Congress Wealth Management first reported a position in RGEN in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.95M in Q1 2022. 444 funds tracked by Wall St. Rank hold RGEN as of Q2 2025.

Congress Wealth Management held 21,845 shares of Repligen worth $2.72M as of Q2 2025.
Congress Wealth Management bought 1,033 Repligen shares in Q2 2025, an estimated $131K.
Repligen made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #507 holding.
Congress Wealth Management first reported a position in Repligen in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's Repligen position peaked at $7.95M in Q1 2022.
444 funds tracked by Wall St. Rank held Repligen as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.