PWPS
RGEN icon

Pinnacle Wealth Planning Services’s Repligen RGEN Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$3.42K Sell
29
-2
-6% -$279 ﹤0.01% 2342
2025
Q4 		$5.08K Buy
+31
New +$4.86K ﹤0.01% 2275
2024
Q1 		– Sell
-1,127
Closed -$203K – 531
2023
Q4 		$203K Buy
+1,127
New +$175K 0.03% 410
2021
Q1 		– Sell
-151
Closed -$29K – 1594
2020
Q4 		$29K Buy
+151
New +$27.5K 0.01% 1012

Other funds holding RGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 $298B AUM 21.96% 1-Year Est. Return

Pinnacle Wealth Planning Services's RGEN Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Repligen (RGEN) stake by 6.5% in Q1 2026, selling an estimated $279 and leaving 29 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Pinnacle Wealth Planning Services first reported a position in RGEN in Q4 2020 and has held it in 4 quarters since. The position peaked at $203K in Q4 2023. 441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Pinnacle Wealth Planning Services held 29 shares of Repligen worth $3.42K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 2 Repligen shares in Q1 2026, an estimated $279.
  • Repligen made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2342 holding.
  • Pinnacle Wealth Planning Services first reported a position in Repligen in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Repligen position peaked at $203K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.