EWA
TGEN

EverSource Wealth Advisors’s Tecogen Inc TGEN Stock Holding History

EverSource Wealth 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
2026
Q2 		– Sell
-2,500
Closed -$6.4K – 4571
2026
Q1 		$6.4K Buy
2,500
+1,500
+150% +$5.51K ﹤0.01% 3148
2025
Q4 		$4.94K Sell
1,000
-1,000
-50% -$7.51K ﹤0.01% 3126
2025
Q3 		$17.6K Buy
+2,000
New +$16K ﹤0.01% 2455

Other funds holding TGEN

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EverSource Wealth Advisors's TGEN Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Tecogen Inc (TGEN) in Q2 2026, closing a stake of 2,500 shares — an estimated $6.4K sold.

EverSource Wealth Advisors first reported a position in TGEN in Q3 2025 and held it in 3 quarters. The position peaked at $17.6K in Q3 2025. 69 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Tecogen Inc position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 2,500 Tecogen Inc shares in Q2 2026, an estimated $6.4K.
  • EverSource Wealth Advisors first reported a position in Tecogen Inc in Q3 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Tecogen Inc position peaked at $17.6K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

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