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Principia Wealth Advisory’s Repligen RGEN Stock Holding History

Principia Wealth Advisory’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 		$682 Buy
5
+3
+150% +$369 ﹤0.01% 838
2026
Q1 		$236 Buy
+2
New +$279 ﹤0.01% 945
2025
Q1 		– Sell
-2
Closed -$288 – 902
2024
Q4 		$288 Buy
+2
New +$287 ﹤0.01% 676

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

Principia Wealth Advisory's RGEN Position: Q2 2026 in Review

Principia Wealth Advisory increased its Repligen (RGEN) stake by 150% in Q2 2026, buying an estimated $369 and bringing the position to 5 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Principia Wealth Advisory first reported a position in RGEN in Q4 2024 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold RGEN as of Q2 2026.

  • Principia Wealth Advisory held 5 shares of Repligen worth $682 as of Q2 2026.
  • Principia Wealth Advisory bought 3 Repligen shares in Q2 2026, an estimated $369.
  • Repligen made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #838 holding.
  • Principia Wealth Advisory first reported a position in Repligen in Q4 2024 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Repligen as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.