True Wealth Design
RGEN icon

True Wealth Design’s Repligen RGEN Stock Holding History

True Wealth Design’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 		$1.54K Buy
+8
New +$1.3K ﹤0.01% 1780
2025
Q2 		– Sell
-1
Closed -$128 – 2790
2025
Q1 		$128 Hold
1
– – ﹤0.01% 2118
2024
Q4 		$144 Hold
1
– – ﹤0.01% 1255
2024
Q3 		$149 Sell
1
-2
-67% -$287 ﹤0.01% 1214
2024
Q2 		$379 Buy
3
+1
+50% +$157 ﹤0.01% 689
2024
Q1 		$368 Buy
2
+1
+100% +$190 ﹤0.01% 682
2023
Q4 		$180 Hold
1
– – ﹤0.01% 691
2023
Q3 		$160 Hold
1
– – ﹤0.01% 672
2023
Q2 		$142 Hold
1
– – ﹤0.01% 698
2023
Q1 		$169 Hold
1
– – ﹤0.01% 754
2022
Q4 		$169 Buy
+1
New +$181 ﹤0.01% 687

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

True Wealth Design's RGEN Position: Q3 2026 in Review

True Wealth Design opened a new position in Repligen (RGEN) in Q3 2026: 8 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #1780 among its holdings. This is a return to the name: True Wealth Design previously reported a position in RGEN as recently as Q1 2025.

True Wealth Design first reported a position in RGEN in Q4 2022 and has held it in 11 quarters since. 281 funds tracked by Wall St. Rank hold RGEN as of Q3 2026.

  • True Wealth Design held 8 shares of Repligen worth $1.54K as of Q3 2026.
  • Repligen was a new True Wealth Design position in Q3 2026.
  • Repligen made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1780 holding.
  • True Wealth Design first reported a position in Repligen in Q4 2022 and has held it in 11 quarters since.
  • 281 funds tracked by Wall St. Rank held Repligen as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.