Optimize Financial’s Repligen RGEN Stock Holding History

Optimize Financial’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	$502K	Sell	3,681 -12	-0.3%	-$1.47K	0.18%	145
2026 Q1	$435K	Buy	+3,693	New	+$516K	0.21%	163

Other funds holding RGEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Optimize Financial's RGEN Position: Q2 2026 in Review

Optimize Financial reduced its Repligen (RGEN) stake by 0.32% in Q2 2026, selling an estimated $1.47K and leaving 3,681 shares worth $502K. The position accounts for 0.18% of the portfolio, ranked #145.

Optimize Financial first reported a position in RGEN in Q1 2026 and has held it in 2 quarters since. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

Optimize Financial held 3,681 shares of Repligen worth $502K as of Q2 2026.
Optimize Financial sold 12 Repligen shares in Q2 2026, an estimated $1.47K.
Repligen made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #145 holding.
Optimize Financial first reported a position in Repligen in Q1 2026 and has held it in 2 quarters since.
482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.