GWM
OCGN icon

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
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 Sell
1,118
-1,118
-50% -$927 ﹤0.01% 2964
2025
Q1 		$1.59K Buy
2,236
+1,118
+100% +$773 ﹤0.01% 3006
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IC
Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Geneos Wealth Management's OCGN Position: Q1 2026 in Review

Geneos Wealth Management held its Ocugen (OCGN) position steady in Q1 2026 at 1,118 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Geneos Wealth Management first reported a position in OCGN in Q2 2024 and has held it in 8 quarters since. 137 funds tracked by Wall St. Rank hold OCGN as of Q1 2026.

  • Geneos Wealth Management held 1,118 shares of Ocugen worth $2.02K as of Q1 2026.
  • Geneos Wealth Management left its Ocugen share count unchanged in Q1 2026.
  • Ocugen made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2318 holding.
  • Geneos Wealth Management first reported a position in Ocugen in Q2 2024 and has held it in 8 quarters since.
  • 137 funds tracked by Wall St. Rank held Ocugen as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.