Root Financial Partners
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Root Financial Partners’s Repligen RGEN Stock Holding History

Root Financial Partners’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 		$13.1K Buy
+68
New +$11.1K ﹤0.01% 1777
2026
Q2 		– Sell
-17
Closed -$2K – 2544
2026
Q1 		$2K Sell
17
-65
-79% -$9.08K ﹤0.01% 2319
2025
Q4 		$13.4K Buy
82
+25
+44% +$3.92K ﹤0.01% 1368
2025
Q3 		$7.62K Buy
+57
New +$6.92K ﹤0.01% 1558

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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

Root Financial Partners's RGEN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Repligen (RGEN) in Q3 2026: 68 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1777 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RGEN as recently as Q1 2026.

Root Financial Partners first reported a position in RGEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.4K in Q4 2025. 247 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

  • Root Financial Partners held 68 shares of Repligen worth $13.1K as of Q3 2026.
  • Repligen was a new Root Financial Partners position in Q3 2026.
  • Repligen made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1777 holding.
  • Root Financial Partners first reported a position in Repligen in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Repligen position peaked at $13.4K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.