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Disclosery

Creative Planning: RGEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on RGEN, newest first. How the timeline and the estimate are built.

Creative Planning held 9,037 RGEN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,037 shares
    Change vs previous 13F +2,252 shares

    <0.01% of the 13F portfolio, value $1,233,008.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,785 shares
    Change vs previous 13F +1,101 shares

    <0.01% of the 13F portfolio, value $799,409.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,684 shares
    Change vs previous 13F +1,679 shares

    <0.01% of the 13F portfolio, value $931,404.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,005 shares
    Change vs previous 13F -435 shares

    <0.01% of the 13F portfolio, value $535,348.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,440 shares
    Change vs previous 13F -860 shares

    <0.01% of the 13F portfolio, value $552,247.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,300 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $674,372.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,413 shares
    Change vs previous 13F +290 shares

    <0.01% of the 13F portfolio, value $779,148.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $762,404.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).