GeoWealth Management’s Ocugen OCGN Stock Holding History

GeoWealth 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
2025 Q1	–	Sell	-135	Closed	-$109	–	1560
2024 Q4	$109	Buy	+135	New	+$124	﹤0.01%	1768

Other funds holding OCGN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

GeoWealth Management's OCGN Position: Q1 2025 in Review

GeoWealth Management sold out of Ocugen (OCGN) in Q1 2025, closing a stake of 135 shares — an estimated $109 sold.

GeoWealth Management first reported a position in OCGN in Q4 2024 and held it in 1 quarter. The position peaked at $109 in Q4 2024. 110 funds tracked by Wall St. Rank hold OCGN as of Q1 2025.

GeoWealth Management reported no remaining Ocugen position as of Q1 2025 after selling out during the quarter.
GeoWealth Management sold 135 Ocugen shares in Q1 2025, an estimated $109.
GeoWealth Management first reported a position in Ocugen in Q4 2024 and held it in 1 quarter.
GeoWealth Management's Ocugen position peaked at $109 in Q4 2024.
110 funds tracked by Wall St. Rank held Ocugen as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.