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Bogart Wealth LLC’s Aspen Aerogels ASPN Stock Holding History

Bogart Wealth LLC’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-375
Closed -$2.61K – 1592
2025
Q3 		$2.61K Buy
+375
New +$2.64K ﹤0.01% 1100
2022
Q4 		– Sell
-20
Closed – – 1056
2022
Q3 		$0 Buy
+20
New +$242 ﹤0.01% 997

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's ASPN Position: Q4 2025 in Review

Bogart Wealth LLC sold out of Aspen Aerogels (ASPN) in Q4 2025, closing a stake of 375 shares — an estimated $2.61K sold.

Bogart Wealth LLC first reported a position in ASPN in Q3 2022 and held it in 2 quarters. The position peaked at $2.61K in Q3 2025. 183 funds tracked by Wall St. Rank hold ASPN as of Q4 2025.

  • Bogart Wealth LLC reported no remaining Aspen Aerogels position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 375 Aspen Aerogels shares in Q4 2025, an estimated $2.61K.
  • Bogart Wealth LLC first reported a position in Aspen Aerogels in Q3 2022 and held it in 2 quarters.
  • Bogart Wealth LLC's Aspen Aerogels position peaked at $2.61K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.