Diversify Advisory Services’s Repligen RGEN Stock Holding History

Diversify Advisory Services’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 Q3	$3.69M	Buy	20,028 +1,434	+8%	+$233K	0.06%	280
2026 Q2	$2.44M	Buy	+18,594	New	+$2.28M	0.04%	346
2026 Q1	–	Sell	-3,439	Closed	-$557K	–	703
2025 Q4	$557K	Buy	3,439 +425	+14%	+$66.6K	0.02%	571
2025 Q3	$453K	Buy	3,014 +1,299	+76%	+$158K	0.02%	594
2025 Q2	$208K	Buy	+1,715	New	+$218K	0.01%	788
2024 Q2	–	Sell	-1,766	Closed	-$323K	–	707
2024 Q1	$323K	Buy	+1,766	New	+$336K	0.02%	523

Other funds holding RGEN

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Portside Wealth Group Provo, Utah $901M AUM 21.06% 1-Year Est. Return

Diversify Advisory Services's RGEN Position: Q3 2026 in Review

Diversify Advisory Services increased its Repligen (RGEN) stake by 7.7% in Q3 2026, buying an estimated $233K and bringing the position to 20,028 shares worth $3.69M. The position accounts for 0.06% of the portfolio, ranked #280.

Diversify Advisory Services first reported a position in RGEN in Q1 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

Diversify Advisory Services held 20,028 shares of Repligen worth $3.69M as of Q3 2026.
Diversify Advisory Services bought 1,434 Repligen shares in Q3 2026, an estimated $233K.
Repligen made up 0.06% of Diversify Advisory Services's portfolio in Q3 2026, its #280 holding.
Diversify Advisory Services first reported a position in Repligen in Q1 2024 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.