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Evolution Wealth Management’s Repligen RGEN Stock Holding History

Evolution 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
2026
Q2 		$3.41K Hold
25
– – ﹤0.01% 765
2026
Q1 		$2.95K Hold
25
– – ﹤0.01% 692
2025
Q4 		$4.1K Hold
25
– – ﹤0.01% 568
2025
Q3 		$3.34K Hold
25
– – ﹤0.01% 470
2025
Q2 		$3.11K Buy
+25
New +$3.18K ﹤0.01% 489

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Evolution Wealth Management's RGEN Position: Q2 2026 in Review

Evolution Wealth Management held its Repligen (RGEN) position steady in Q2 2026 at 25 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Evolution Wealth Management first reported a position in RGEN in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.1K in Q4 2025. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

  • Evolution Wealth Management held 25 shares of Repligen worth $3.41K as of Q2 2026.
  • Evolution Wealth Management left its Repligen share count unchanged in Q2 2026.
  • Repligen made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #765 holding.
  • Evolution Wealth Management first reported a position in Repligen in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Repligen position peaked at $4.1K in Q4 2025.
  • 482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.