JWCA
TGEN

J.W. Cole Advisors’s Tecogen Inc TGEN Stock Holding History

J.W. Cole Advisors’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 		– Sell
-26,300
Closed -$130K – 1536
2025
Q4 		$130K Sell
26,300
-5,100
-16% -$38.3K ﹤0.01% 1355
2025
Q3 		$277K Buy
+31,400
New +$252K 0.01% 1256

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

J.W. Cole Advisors's TGEN Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Tecogen Inc (TGEN) in Q1 2026, closing a stake of 26,300 shares — an estimated $130K sold.

J.W. Cole Advisors first reported a position in TGEN in Q3 2025 and held it in 2 quarters. The position peaked at $277K in Q3 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Tecogen Inc position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 26,300 Tecogen Inc shares in Q1 2026, an estimated $130K.
  • J.W. Cole Advisors first reported a position in Tecogen Inc in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Tecogen Inc position peaked at $277K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.