HWAM
OCGN icon

Hennion & Walsh Asset Management’s Ocugen OCGN Stock Holding History

Hennion & Walsh Asset 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
Q3 		$3.49M Buy
3,385,645
+555,248
+20% +$707K 0.1% 254
2026
Q2 		$4.33M Buy
2,830,397
+1,553,672
+122% +$2.36M 0.12% 215
2026
Q1 		$2.31M Buy
1,276,725
+270,744
+27% +$468K 0.08% 313
2025
Q4 		$1.36M Buy
+1,005,981
New +$1.43M 0.05% 443

Other funds holding OCGN

T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Hennion & Walsh Asset Management's OCGN Position: Q3 2026 in Review

Hennion & Walsh Asset Management increased its Ocugen (OCGN) stake by 20% in Q3 2026, buying an estimated $707K and bringing the position to 3,385,645 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #254.

Hennion & Walsh Asset Management first reported a position in OCGN in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.33M in Q2 2026. 8 funds tracked by Wall St. Rank hold OCGN as of Q3 2026.

  • Hennion & Walsh Asset Management held 3,385,645 shares of Ocugen worth $3.49M as of Q3 2026.
  • Hennion & Walsh Asset Management bought 555,248 Ocugen shares in Q3 2026, an estimated $707K.
  • Ocugen made up 0.1% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #254 holding.
  • Hennion & Walsh Asset Management first reported a position in Ocugen in Q4 2025 and has held it in 4 quarters since.
  • Hennion & Walsh Asset Management's Ocugen position peaked at $4.33M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Ocugen as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.