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Summit Wealth Group (Colorado)’s Repligen RGEN Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-1,393
Closed -$222K – 554
2025
Q3 		$222K Buy
+1,393
New +$169K 0.02% 443

Other funds holding RGEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RGEN Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Repligen (RGEN) in Q4 2025, closing a stake of 1,393 shares — an estimated $222K sold.

Summit Wealth Group (Colorado) first reported a position in RGEN in Q3 2025 and held it in 1 quarter. The position peaked at $222K in Q3 2025. 474 funds tracked by Wall St. Rank hold RGEN as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Repligen position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 1,393 Repligen shares in Q4 2025, an estimated $222K.
  • Summit Wealth Group (Colorado) first reported a position in Repligen in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Repligen position peaked at $222K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Repligen as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.