Creative Planning’s Regenxbio RGNX Stock Holding History

Creative Planning’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
2026 Q1	$251K	Sell	30,001 -3,020	-9%	-$31.7K	﹤0.01%	3562
2025 Q4	$476K	Buy	33,021 +7,108	+27%	+$88.6K	﹤0.01%	2885
2025 Q3	$250K	Buy	25,913 +11,293	+77%	+$99.9K	﹤0.01%	3292
2025 Q2	$120K	Sell	14,620 -1,514	-9%	-$12.7K	﹤0.01%	3389
2025 Q1	$115K	Buy	+16,134	New	+$120K	﹤0.01%	3220
2020 Q1	–	Sell	-13,200	Closed	-$541K	–	2051
2019 Q4	$541K	Sell	13,200 -200	-1%	-$7.9K	﹤0.01%	1070
2019 Q3	$477K	Sell	13,400 -250	-2%	-$10.1K	﹤0.01%	1091
2019 Q2	$701K	Buy	13,650 +9,900	+264%	+$494K	﹤0.01%	907
2019 Q1	$215K	Buy	+3,750	New	+$186K	﹤0.01%	1540
2018 Q4	–	Sell	-3,650	Closed	-$276K	–	2081
2018 Q3	$276K	Sell	3,650 -300	-8%	-$21.6K	﹤0.01%	1458
2018 Q2	$283K	Buy	+3,950	New	+$189K	﹤0.01%	1410

Other funds holding RGNX

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

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IHAM

Integral Health Asset Management New York $2.09B AUM 112.84% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's RGNX Position: Q1 2026 in Review

Creative Planning reduced its Regenxbio (RGNX) stake by 9.1% in Q1 2026, selling an estimated $31.7K and leaving 30,001 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #3562.

Creative Planning first reported a position in RGNX in Q2 2018 and has held it in 11 quarters since. The position peaked at $701K in Q2 2019. 178 funds tracked by Wall St. Rank hold RGNX as of Q1 2026.

Creative Planning held 30,001 shares of Regenxbio worth $251K as of Q1 2026.
Creative Planning sold 3,020 Regenxbio shares in Q1 2026, an estimated $31.7K.
Regenxbio made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3562 holding.
Creative Planning first reported a position in Regenxbio in Q2 2018 and has held it in 11 quarters since.
Creative Planning's Regenxbio position peaked at $701K in Q2 2019.
178 funds tracked by Wall St. Rank held Regenxbio as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.