BA
TGEN

Bard Associates’s Tecogen Inc TGEN Stock Holding History

Bard Associates’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
Q2 		$3.56M Sell
682,221
-6,088
-0.9% -$30.5K 0.79% 43
2026
Q1 		$1.76M Sell
688,309
-798
-0.1% -$2.93K 0.44% 59
2025
Q4 		$3.4M Sell
689,107
-1,504
-0.2% -$11.3K 0.87% 41
2025
Q3 		$6.08M Buy
690,611
+67,029
+11% +$537K 1.61% 16
2025
Q2 		$4.24M Buy
+623,582
New +$3.24M 1.36% 20
2020
Q2 		– Sell
-767,202
Closed -$713K – 159
2020
Q1 		$713K Buy
767,202
+14,527
+2% +$27.1K 0.52% 72
2019
Q4 		$1.6M Buy
752,675
+27,350
+4% +$65.3K 0.81% 50
2019
Q3 		$1.73M Sell
725,325
-5,925
-0.8% -$17.7K 0.88% 37
2019
Q2 		$2.74M Sell
731,250
-600
-0.1% -$2.21K 1.37% 15
2019
Q1 		$2.92M Buy
731,850
+162,075
+28% +$623K 1.47% 11
2018
Q4 		$2.07M Sell
569,775
-5,450
-0.9% -$19.2K 1.2% 18
2018
Q3 		$1.81M Sell
575,225
-475
-0.1% -$1.56K 0.84% 35
2018
Q2 		$2.14M Buy
575,700
+5,050
+0.9% +$17.4K 0.99% 24
2018
Q1 		$1.63M Sell
570,650
-11,500
-2% -$28K 0.81% 43
2017
Q4 		$1.57M Buy
582,150
+3,600
+0.6% +$10K 0.75% 49
2017
Q3 		$1.85M Sell
578,550
-1,100
-0.2% -$3.57K 0.86% 37
2017
Q2 		$1.93M Buy
579,650
+4,200
+0.7% +$15.1K 0.88% 33
2017
Q1 		$2.18M Sell
575,450
-3,150
-0.5% -$12.4K 1.01% 26
2016
Q4 		$2.43M Buy
578,600
+6,450
+1% +$26.6K 1.13% 25
2016
Q3 		$2.38M Sell
572,150
-2,600
-0.5% -$12.2K 1.16% 24
2016
Q2 		$2.93M Sell
574,750
-200
-0% -$870 1.55% 13
2016
Q1 		$2.25M Buy
574,950
+9,000
+2% +$34.2K 1.29% 17
2015
Q4 		$1.98M Sell
565,950
-19,750
-3% -$70.1K 1.17% 24
2015
Q3 		$2.02M Sell
585,700
-4,050
-0.7% -$15.9K 1.16% 24
2015
Q2 		$2.42M Sell
589,750
-9,500
-2% -$42.9K 1.2% 21
2015
Q1 		$3.04M Sell
599,250
-2,150
-0.4% -$10.9K 1.46% 15
2014
Q4 		$3.14M Buy
601,400
+22,100
+4% +$127K 1.47% 14
2014
Q3 		$3.24M Buy
579,300
+89,700
+18% +$542K 1.52% 13
2014
Q2 		$3.91M Buy
+489,600
New +$4.31M 1.55% 10

Other funds holding TGEN

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 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
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Associates's TGEN Position: Q2 2026 in Review

Bard Associates reduced its Tecogen Inc (TGEN) stake by 0.88% in Q2 2026, selling an estimated $30.5K and leaving 682,221 shares worth $3.56M. The position accounts for 0.79% of the portfolio, ranked #43.

Bard Associates first reported a position in TGEN in Q2 2014 and has held it in 29 quarters since. The position peaked at $6.08M in Q3 2025. 69 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

  • Bard Associates held 682,221 shares of Tecogen Inc worth $3.56M as of Q2 2026.
  • Bard Associates sold 6,088 Tecogen Inc shares in Q2 2026, an estimated $30.5K.
  • Tecogen Inc made up 0.79% of Bard Associates's portfolio in Q2 2026, its #43 holding.
  • Bard Associates first reported a position in Tecogen Inc in Q2 2014 and has held it in 29 quarters since.
  • Bard Associates's Tecogen Inc position peaked at $6.08M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.