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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $255M AUM 50.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Integrated Wealth Concepts's TGEN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Tecogen Inc (TGEN) in Q1 2026: 218,380 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #1471 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in TGEN as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in TGEN in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q3 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • Integrated Wealth Concepts held 218,380 shares of Tecogen Inc worth $559K as of Q1 2026.
  • Tecogen Inc was a new Integrated Wealth Concepts position in Q1 2026.
  • Tecogen Inc made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1471 holding.
  • Integrated Wealth Concepts first reported a position in Tecogen Inc in Q2 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Tecogen Inc position peaked at $1.91M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.