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Journey Retirement Planning & Investment Management’s Repligen RGEN Stock Holding History

Journey Retirement Planning & Investment 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
Q1 		– Sell
-1,650
Closed -$270K – 214
2025
Q4 		$270K Buy
+1,650
New +$258K 0.06% 210

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Journey Retirement Planning & Investment Management's RGEN Position: Q1 2026 in Review

Journey Retirement Planning & Investment Management sold out of Repligen (RGEN) in Q1 2026, closing a stake of 1,650 shares — an estimated $270K sold.

Journey Retirement Planning & Investment Management first reported a position in RGEN in Q4 2025 and held it in 1 quarter. The position peaked at $270K in Q4 2025. 443 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Journey Retirement Planning & Investment Management reported no remaining Repligen position as of Q1 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 1,650 Repligen shares in Q1 2026, an estimated $270K.
  • Journey Retirement Planning & Investment Management first reported a position in Repligen in Q4 2025 and held it in 1 quarter.
  • Journey Retirement Planning & Investment Management's Repligen position peaked at $270K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q1 2026, filed 15 May 2026.