Herald Investment Management’s Tecogen Inc. TGEN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	+321,078	New	+$2.19M	0.33%	72
2024 Q1	–	Sell	-321,078	Closed	-$260K	–	104
2023 Q4	$260K	Hold	321,078	–	–	0.05%	96
2023 Q3	$273K	Hold	321,078	–	–	0.06%	99
2023 Q2	$321K	Hold	321,078	–	–	0.06%	97
2023 Q1	$381K	Hold	321,078	–	–	0.08%	94
2022 Q4	$401K	Hold	321,078	–	–	0.1%	93
2022 Q3	$304K	Hold	321,078	–	–	0.07%	99
2022 Q2	$362K	Hold	321,078	–	–	0.08%	102
2022 Q1	$529K	Hold	321,078	–	–	0.1%	102
2021 Q4	$385K	Hold	321,078	–	–	0.06%	99
2021 Q3	$581K	Hold	321,078	–	–	0.1%	100
2021 Q2	$600K	Hold	321,078	–	–	0.1%	97
2021 Q1	$545K	Hold	321,078	–	–	0.09%	98
2020 Q4	$391K	Hold	321,078	–	–	0.07%	93
2020 Q3	$292K	Hold	321,078	–	–	0.06%	95
2020 Q2	$224K	Hold	321,078	–	–	0.05%	90
2020 Q1	$298K	Hold	321,078	–	–	0.09%	89
2019 Q4	$690K	Hold	321,078	–	–	0.18%	77
2019 Q3	$722K	Hold	321,078	–	–	0.22%	73
2019 Q2	$1.11M	Hold	321,078	–	–	0.31%	67
2019 Q1	$1.22M	Hold	321,078	–	–	0.31%	63
2018 Q4	$1.17M	Hold	321,078	–	–	0.37%	62
2018 Q3	$1.01M	Hold	321,078	–	–	0.26%	70
2018 Q2	$1.16M	Buy	321,078 +110,552	+53%	+$399K	0.32%	63
2018 Q1	$599K	Hold	210,526	–	–	0.18%	78
2017 Q4	$555K	Hold	210,526	–	–	0.17%	80
2017 Q3	$671K	Buy	+210,526	New	+$671K	0.22%	72
2017 Q2	–	Sell	-210,526	Closed	-$798K	–	93
2017 Q1	$798K	Buy	+210,526	New	+$798K	0.29%	69
2014 Q4	–	Sell	-210,526	Closed	-$1.46M	–	88
2014 Q3	$1.46M	Buy	+210,526	New	+$1.46M	0.58%	48