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Elevation Wealth Partners’s Repligen RGEN Stock Holding History

Elevation Wealth Partners’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 		$1.73K Buy
9
+7
+350% +$1.14K ﹤0.01% 1253
2026
Q2 		$273 Hold
2
– – ﹤0.01% 1286
2026
Q1 		$236 Hold
2
– – ﹤0.01% 1060
2025
Q4 		$328 Hold
2
– – ﹤0.01% 926
2025
Q3 		$268 Buy
+2
New +$243 ﹤0.01% 846

Other funds holding RGEN

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners's RGEN Position: Q3 2026 in Review

Elevation Wealth Partners increased its Repligen (RGEN) stake by 350% in Q3 2026, buying an estimated $1.14K and bringing the position to 9 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Elevation Wealth Partners first reported a position in RGEN in Q3 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

  • Elevation Wealth Partners held 9 shares of Repligen worth $1.73K as of Q3 2026.
  • Elevation Wealth Partners bought 7 Repligen shares in Q3 2026, an estimated $1.14K.
  • Repligen made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1253 holding.
  • Elevation Wealth Partners first reported a position in Repligen in Q3 2025 and has held it in 5 quarters since.
  • 16 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.