Retirement Wealth Solutions
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Retirement Wealth Solutions’s Repligen RGEN Stock Holding History

Retirement Wealth Solutions’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
Q3 		$4.23K Hold
22
– – ﹤0.01% 415
2026
Q2 		$3K Hold
22
– – ﹤0.01% 441
2026
Q1 		$2.59K Buy
22
+1
+5% +$140 ﹤0.01% 451
2025
Q4 		$3.44K Buy
21
+2
+11% +$313 ﹤0.01% 369
2025
Q3 		$2.54K Buy
+19
New +$2.31K ﹤0.01% 405

Other funds holding RGEN

William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Retirement Wealth Solutions's RGEN Position: Q3 2026 in Review

Retirement Wealth Solutions held its Repligen (RGEN) position steady in Q3 2026 at 22 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Retirement Wealth Solutions first reported a position in RGEN in Q3 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

  • Retirement Wealth Solutions held 22 shares of Repligen worth $4.23K as of Q3 2026.
  • Retirement Wealth Solutions left its Repligen share count unchanged in Q3 2026.
  • Repligen made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #415 holding.
  • Retirement Wealth Solutions first reported a position in Repligen in Q3 2025 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.