EFA
TGEN

Evernest Financial Advisors’s Tecogen Inc TGEN Stock Holding History

Evernest Financial Advisors’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
2025
Q4 		– Sell
-34,150
Closed -$301K – 214
2025
Q3 		$301K Buy
+34,150
New +$274K 0.08% 149

Other funds holding TGEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Evernest Financial Advisors's TGEN Position: Q4 2025 in Review

Evernest Financial Advisors sold out of Tecogen Inc (TGEN) in Q4 2025, closing a stake of 34,150 shares — an estimated $301K sold.

Evernest Financial Advisors first reported a position in TGEN in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 65 funds tracked by Wall St. Rank hold TGEN as of Q4 2025.

  • Evernest Financial Advisors reported no remaining Tecogen Inc position as of Q4 2025 after selling out during the quarter.
  • Evernest Financial Advisors sold 34,150 Tecogen Inc shares in Q4 2025, an estimated $301K.
  • Evernest Financial Advisors first reported a position in Tecogen Inc in Q3 2025 and held it in 1 quarter.
  • Evernest Financial Advisors's Tecogen Inc position peaked at $301K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Tecogen Inc as of Q4 2025.

Based on Evernest Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.