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Valeo Financial Advisors’s Repligen RGEN Stock Holding History

Valeo Financial Advisors’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
Q1 		– Sell
-1,223
Closed -$200K – 868
2025
Q4 		$200K Buy
+1,223
New +$192K ﹤0.01% 761
2021
Q2 		– Sell
-86
Closed -$17K – 1520
2021
Q1 		$17K Sell
86
-3
-3% -$615 ﹤0.01% 1231
2020
Q4 		$17K Sell
89
-5
-5% -$910 ﹤0.01% 1070
2020
Q3 		$14K Hold
94
– – ﹤0.01% 1008
2020
Q2 		$12K Buy
94
+5
+6% +$588 ﹤0.01% 1234
2020
Q1 		$9K Sell
89
-3
-3% -$290 ﹤0.01% 1138
2019
Q4 		$9K Buy
+92
New +$7.73K ﹤0.01% 1148
2018
Q1 		– Sell
-200
Closed -$7K – 1590
2017
Q4 		$7K Hold
200
– – ﹤0.01% 925
2017
Q3 		$8K Buy
+200
New +$8.38K ﹤0.01% 760

Other funds holding RGEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Valeo Financial Advisors's RGEN Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Repligen (RGEN) in Q1 2026, closing a stake of 1,223 shares — an estimated $200K sold.

Valeo Financial Advisors first reported a position in RGEN in Q3 2017 and held it in 9 quarters. The position peaked at $200K in Q4 2025. 441 funds tracked by Wall St. Rank hold RGEN as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Repligen position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,223 Repligen shares in Q1 2026, an estimated $200K.
  • Valeo Financial Advisors first reported a position in Repligen in Q3 2017 and held it in 9 quarters.
  • Valeo Financial Advisors's Repligen position peaked at $200K in Q4 2025.
  • 441 funds tracked by Wall St. Rank held Repligen as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.