BWL
AGEN

Bogart Wealth LLC’s Agenus AGEN Stock Holding History

Bogart Wealth LLC’s Portfolio AGEN Stock Details AGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$523 Buy
+171
New +$613 ﹤0.01% 1789

Other funds holding AGEN

KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return

Bogart Wealth LLC's AGEN Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Agenus (AGEN) in Q2 2026: 171 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #1789 among its holdings.

12 funds tracked by Wall St. Rank hold AGEN as of Q2 2026.

  • Bogart Wealth LLC held 171 shares of Agenus worth $523 as of Q2 2026.
  • Agenus was a new Bogart Wealth LLC position in Q2 2026.
  • Agenus made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1789 holding.
  • 12 funds tracked by Wall St. Rank held Agenus as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.