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Geneos Wealth Management’s Ocugen OCGN Stock Holding History

Geneos Wealth Management’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.71K Hold
1,118
– – ﹤0.01% 2351
2026
Q1 		$2.02K Hold
1,118
– – ﹤0.01% 2318
2025
Q4 		$1.51K Hold
1,118
– – ﹤0.01% 2359
2025
Q3 		$1.82K Hold
1,118
– – ﹤0.01% 2330
2025
Q2 		$1.08K Hold
1,118
– – ﹤0.01% 2964
2025
Q1 		$794 Hold
1,118
– – ﹤0.01% 2983
2024
Q4 		$906 Hold
1,118
– – ﹤0.01% 2791
2024
Q3 		$1.11K Hold
1,118
– – ﹤0.01% 2426
2024
Q2 		$1.73K Buy
+1,118
New +$1.74K ﹤0.01% 1913

Other funds holding OCGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $928M AUM 596.14% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geneos Wealth Management's OCGN Position: Q2 2026 in Review

Geneos Wealth Management held its Ocugen (OCGN) position steady in Q2 2026 at 1,118 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Geneos Wealth Management first reported a position in OCGN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.02K in Q1 2026. 147 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Geneos Wealth Management held 1,118 shares of Ocugen worth $1.71K as of Q2 2026.
  • Geneos Wealth Management left its Ocugen share count unchanged in Q2 2026.
  • Ocugen made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2351 holding.
  • Geneos Wealth Management first reported a position in Ocugen in Q2 2024 and has held it in 9 quarters since.
  • Geneos Wealth Management's Ocugen position peaked at $2.02K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.