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Evermay Wealth Management’s Oragenics OGEN Stock Holding History

Evermay Wealth Management’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$2 – 587
2025
Q3 		$2 Hold
1
– – ﹤0.01% 559
2025
Q2 		$4 Buy
+1
New +$5 ﹤0.01% 569
2025
Q1 		– Hold
0
– – – 579
2024
Q4 		– Hold
0
– – – 573
2022
Q3 		– Hold
0
– – – 541
2022
Q2 		– Hold
0
– – – 554
2022
Q1 		– Hold
0
– – – 563
2021
Q4 		– Hold
0
– – – 530
2021
Q3 		– Hold
0
– – – 509
2021
Q2 		– Hold
0
– – – 513

Other funds holding OGEN

DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evermay Wealth Management's OGEN Position: Q4 2025 in Review

Evermay Wealth Management sold out of Oragenics (OGEN) in Q4 2025, closing a stake of 1 share — an estimated $2 sold.

Evermay Wealth Management first reported a position in OGEN in Q2 2025 and held it in 2 quarters. The position peaked at $4 in Q2 2025. 18 funds tracked by Wall St. Rank hold OGEN as of Q4 2025.

  • Evermay Wealth Management reported no remaining Oragenics position as of Q4 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 1 Oragenics share in Q4 2025, an estimated $2.
  • Evermay Wealth Management first reported a position in Oragenics in Q2 2025 and held it in 2 quarters.
  • Evermay Wealth Management's Oragenics position peaked at $4 in Q2 2025.
  • 18 funds tracked by Wall St. Rank held Oragenics as of Q4 2025.

Based on Evermay Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.