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Global Wealth Strategies & Associates’s Ocugen OCGN Stock Holding History

Global Wealth Strategies & Associates’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
-300
Closed -$242 – 499
2024
Q4 		$242 Hold
300
– – ﹤0.01% 377
2024
Q3 		$298 Hold
300
– – ﹤0.01% 343
2024
Q2 		$465 Hold
300
– – ﹤0.01% 309
2024
Q1 		$492 Hold
300
– – ﹤0.01% 325
2023
Q4 		$173 Hold
300
– – ﹤0.01% 302
2023
Q3 		$120 Hold
300
– – ﹤0.01% 313
2023
Q2 		$163 Hold
300
– – ﹤0.01% 296
2023
Q1 		$256 Hold
300
– – ﹤0.01% 321
2022
Q4 		$390 Buy
+300
New +$468 ﹤0.01% 311

Other funds holding OCGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
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
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Global Wealth Strategies & Associates's OCGN Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of Ocugen (OCGN) in Q1 2025, closing a stake of 300 shares — an estimated $242 sold.

Global Wealth Strategies & Associates first reported a position in OCGN in Q4 2022 and held it in 9 quarters. The position peaked at $492 in Q1 2024. 110 funds tracked by Wall St. Rank hold OCGN as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining Ocugen position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 300 Ocugen shares in Q1 2025, an estimated $242.
  • Global Wealth Strategies & Associates first reported a position in Ocugen in Q4 2022 and held it in 9 quarters.
  • Global Wealth Strategies & Associates's Ocugen position peaked at $492 in Q1 2024.
  • 110 funds tracked by Wall St. Rank held Ocugen as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.