Herald Investment Management’s Tecogen Inc TGEN Stock Holding History

Herald Investment Management’s Portfolio TGEN Stock Details TGEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19M	Hold	420,000	–	–	0.3%	81
2026 Q1	$1.08M	Hold	420,000	–	–	0.15%	86
2025 Q4	$2.08M	Sell	420,000 -26,078	-6%	-$196K	0.27%	85
2025 Q3	$3.9M	Buy	446,078 +125,000	+39%	+$1M	0.52%	54
2025 Q2	$2.19M	Buy	+321,078	New	+$1.67M	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%	+$381K	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	+$683K	0.22%	72
2017 Q2	–	Sell	-210,526	Closed	-$798K	–	93
2017 Q1	$798K	Buy	+210,526	New	+$826K	0.29%	69
2014 Q4	–	Sell	-210,526	Closed	-$1.46M	–	88
2014 Q3	$1.46M	Buy	+210,526	New	+$1.27M	0.58%	48

Other funds holding TGEN

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

SAM

Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Herald Investment Management's TGEN Position: Q2 2026 in Review

Herald Investment Management held its Tecogen Inc (TGEN) position steady in Q2 2026 at 420,000 shares worth $2.19M. The position accounts for 0.3% of the portfolio, ranked #81.

Herald Investment Management first reported a position in TGEN in Q3 2014 and has held it in 33 quarters since. The position peaked at $3.9M in Q3 2025. 7 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

Herald Investment Management held 420,000 shares of Tecogen Inc worth $2.19M as of Q2 2026.
Herald Investment Management left its Tecogen Inc share count unchanged in Q2 2026.
Tecogen Inc made up 0.3% of Herald Investment Management's portfolio in Q2 2026, its #81 holding.
Herald Investment Management first reported a position in Tecogen Inc in Q3 2014 and has held it in 33 quarters since.
Herald Investment Management's Tecogen Inc position peaked at $3.9M in Q3 2025.
7 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

Based on Herald Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.