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 Q2	$3.96K	Hold	29	–	–	﹤0.01%	2347
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 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

Pinnacle Wealth Planning Services's RGEN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Repligen (RGEN) position steady in Q2 2026 at 29 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2347.

Pinnacle Wealth Planning Services first reported a position in RGEN in Q4 2020 and has held it in 5 quarters since. The position peaked at $203K in Q4 2023. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

Pinnacle Wealth Planning Services held 29 shares of Repligen worth $3.96K as of Q2 2026.
Pinnacle Wealth Planning Services left its Repligen share count unchanged in Q2 2026.
Repligen made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2347 holding.
Pinnacle Wealth Planning Services first reported a position in Repligen in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Repligen position peaked at $203K in Q4 2023.
482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.