Spire Wealth Management
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Spire Wealth Management’s Repligen RGEN Stock Holding History

Spire Wealth Management’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 		$3.08K Buy
16
+1
+7% +$163 ﹤0.01% 1908
2026
Q2 		$2.05K Sell
15
-1
-6% -$123 ﹤0.01% 2008
2026
Q1 		$1.88K Hold
16
– – ﹤0.01% 2052
2025
Q4 		$2.62K Hold
16
– – ﹤0.01% 2043
2025
Q3 		$2.14K Sell
16
-4
-20% -$486 ﹤0.01% 2145
2025
Q2 		$2.49K Hold
20
– – ﹤0.01% 2132
2025
Q1 		$2.54K Sell
20
-1
-5% -$154 ﹤0.01% 2227
2024
Q4 		$3.02K Hold
21
– – ﹤0.01% 2156
2024
Q3 		$3.12K Sell
21
-14
-40% -$2.01K ﹤0.01% 1916
2024
Q2 		$4.41K Sell
35
-3
-8% -$470 ﹤0.01% 1857
2024
Q1 		$6.99K Sell
38
-4
-10% -$762 ﹤0.01% 1832
2023
Q4 		$7.48K Buy
42
+1
+2% +$156 ﹤0.01% 1836
2023
Q3 		$6.52K Buy
41
+4
+11% +$654 ﹤0.01% 1859
2023
Q2 		$5.23K Buy
37
+12
+48% +$1.92K ﹤0.01% 1988
2023
Q1 		$4.21K Hold
25
– – ﹤0.01% 2075
2022
Q4 		$4K Buy
25
+3
+14% +$544 ﹤0.01% 1915
2022
Q3 		$4K Hold
22
– – ﹤0.01% 1814
2022
Q2 		$4K Hold
22
– – ﹤0.01% 2213
2022
Q1 		$4K Hold
22
– – ﹤0.01% 2294
2021
Q4 		$6K Hold
22
– – ﹤0.01% 2532
2021
Q3 		$6K Hold
22
– – ﹤0.01% 2250
2021
Q2 		$4K Hold
22
– – ﹤0.01% 2376
2021
Q1 		$4K Buy
+22
New +$4.51K ﹤0.01% 2706

Other funds holding RGEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 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

Spire Wealth Management's RGEN Position: Q3 2026 in Review

Spire Wealth Management increased its Repligen (RGEN) stake by 6.7% in Q3 2026, buying an estimated $163 and bringing the position to 16 shares worth $3.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

Spire Wealth Management first reported a position in RGEN in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.48K in Q4 2023. 281 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

  • Spire Wealth Management held 16 shares of Repligen worth $3.08K as of Q3 2026.
  • Spire Wealth Management bought 1 Repligen share in Q3 2026, an estimated $163.
  • Repligen made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1908 holding.
  • Spire Wealth Management first reported a position in Repligen in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Repligen position peaked at $7.48K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.