AWA
TGEN

Ark Wealth Advisors’s Tecogen Inc TGEN Stock Holding History

Ark Wealth Advisors’s Portfolio TGEN Stock Details TGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14,881
Closed -$73.5K – 84
2025
Q4 		$73.5K Buy
+14,881
New +$112K 0.08% 77

Other funds holding TGEN

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ark Wealth Advisors's TGEN Position: Q1 2026 in Review

Ark Wealth Advisors sold out of Tecogen Inc (TGEN) in Q1 2026, closing a stake of 14,881 shares — an estimated $73.5K sold.

Ark Wealth Advisors first reported a position in TGEN in Q4 2025 and held it in 1 quarter. The position peaked at $73.5K in Q4 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • Ark Wealth Advisors reported no remaining Tecogen Inc position as of Q1 2026 after selling out during the quarter.
  • Ark Wealth Advisors sold 14,881 Tecogen Inc shares in Q1 2026, an estimated $73.5K.
  • Ark Wealth Advisors first reported a position in Tecogen Inc in Q4 2025 and held it in 1 quarter.
  • Ark Wealth Advisors's Tecogen Inc position peaked at $73.5K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on Ark Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.