Charles Schwab
TGEN

Charles Schwab’s Tecogen Inc TGEN Stock Holding History

Charles Schwab’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
-12,000
Closed -$59.3K – 3534
2025
Q4 		$59.3K Hold
12,000
– – ﹤0.01% 3418
2025
Q3 		$106K Buy
+12,000
New +$96.2K ﹤0.01% 3389
2020
Q2 		– Sell
-11,344
Closed -$11K – 3368
2020
Q1 		$11K Hold
11,344
– – ﹤0.01% 3215
2019
Q4 		$25K Hold
11,344
– – ﹤0.01% 3155
2019
Q3 		$27K Hold
11,344
– – ﹤0.01% 3148
2019
Q2 		$43K Hold
11,344
– – ﹤0.01% 3162
2019
Q1 		$46K Buy
+11,344
New +$43.6K ﹤0.01% 3149

Other funds holding TGEN

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Charles Schwab's TGEN Position: Q1 2026 in Review

Charles Schwab sold out of Tecogen Inc (TGEN) in Q1 2026, closing a stake of 12,000 shares — an estimated $59.3K sold.

Charles Schwab first reported a position in TGEN in Q1 2019 and held it in 7 quarters. The position peaked at $106K in Q3 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • Charles Schwab reported no remaining Tecogen Inc position as of Q1 2026 after selling out during the quarter.
  • Charles Schwab sold 12,000 Tecogen Inc shares in Q1 2026, an estimated $59.3K.
  • Charles Schwab first reported a position in Tecogen Inc in Q1 2019 and held it in 7 quarters.
  • Charles Schwab's Tecogen Inc position peaked at $106K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.