Larson Financial Group
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Larson Financial Group’s Ocugen OCGN Stock Holding History

Larson Financial Group’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-20
Closed -$31 – 3977
2026
Q2 		$31 Hold
20
– – ﹤0.01% 3703
2026
Q1 		$36 Buy
+20
New +$35 ﹤0.01% 3560
2025
Q2 		– Sell
-25
Closed -$18 – 3437
2025
Q1 		$18 Buy
+25
New +$17 ﹤0.01% 3042
2021
Q3 		– Sell
-88
Closed -$1K – 929
2021
Q2 		$1K Buy
+88
New +$743 ﹤0.01% 782
2021
Q1 		– Sell
-35,000
Closed -$64K – 899
2020
Q4 		$64K Buy
+35,000
New +$16.9K 0.02% 185

Other funds holding OCGN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Larson Financial Group's OCGN Position: Q3 2026 in Review

Larson Financial Group sold out of Ocugen (OCGN) in Q3 2026, closing a stake of 20 shares — an estimated $31 sold.

Larson Financial Group first reported a position in OCGN in Q4 2020 and held it in 5 quarters. The position peaked at $64K in Q4 2020. 58 funds tracked by Wall St. Rank hold OCGN as of Q3 2026.

  • Larson Financial Group reported no remaining Ocugen position as of Q3 2026 after selling out during the quarter.
  • Larson Financial Group sold 20 Ocugen shares in Q3 2026, an estimated $31.
  • Larson Financial Group first reported a position in Ocugen in Q4 2020 and held it in 5 quarters.
  • Larson Financial Group's Ocugen position peaked at $64K in Q4 2020.
  • 58 funds tracked by Wall St. Rank held Ocugen as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.