IWC
TGEN

Integrated Wealth Concepts’s Tecogen Inc TGEN Stock Holding History

Integrated Wealth Concepts’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 		$585K Sell
112,080
-106,300
-49% -$532K ﹤0.01% 1678
2026
Q1 		$559K Buy
+218,380
New +$802K ﹤0.01% 1471
2025
Q4 		– Sell
-216,465
Closed -$1.91M – 2084
2025
Q3 		$1.91M Buy
216,465
+39,215
+22% +$314K 0.02% 690
2025
Q2 		$1.21M Buy
+177,250
New +$921K 0.01% 827

Other funds holding TGEN

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Integrated Wealth Concepts's TGEN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Tecogen Inc (TGEN) stake by 49% in Q2 2026, selling an estimated $532K and leaving 112,080 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1678.

Integrated Wealth Concepts first reported a position in TGEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q3 2025. 69 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

  • Integrated Wealth Concepts held 112,080 shares of Tecogen Inc worth $585K as of Q2 2026.
  • Integrated Wealth Concepts sold 106,300 Tecogen Inc shares in Q2 2026, an estimated $532K.
  • Tecogen Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1678 holding.
  • Integrated Wealth Concepts first reported a position in Tecogen Inc in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Tecogen Inc position peaked at $1.91M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.