TGEN — Tecogen Inc

Ownership history in Integrated Wealth Concepts LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in Tecogen Inc (TGEN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 216,465 +39,215 +22.1% 0.02% $1.9M $8.81
2025 Q2 INITIATED 177,250 — — 0.01% $1.2M $6.80
% of Fund (quarterly)    TGEN price (monthly, adj. close)

Other funds also holding TGEN

As of 2025 Q4 — sorted by position size

BARD ASSOCIATES INC 3Y 7Y 0.87% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.36% HERALD INVESTMENT MANAGEMENT Ltd 3Y 7Y 0.27% Arosa Capital Management LP 3Y 7Y 0.22% Clear Harbor Asset Management, LLC 3Y 7Y 0.2% Portolan Capital Management, LLC 3Y 7Y 0.12% Diametric Capital, LP 3Y 7Y 0.07% CORSAIR CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.04% Granahan Investment Management, LLC 3Y 7Y 0.04% GENDELL JEFFREY L 3Y 7Y 0.03%
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