TWD
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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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return