LWANC
TGEN

Laurel Wealth Advisors (North Carolina)’s Tecogen Inc TGEN Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-45
Closed -$223 – 696
2025
Q4 		$223 Buy
+45
New +$338 ﹤0.01% 680

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

Laurel Wealth Advisors (North Carolina)'s TGEN Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Tecogen Inc (TGEN) in Q1 2026, closing a stake of 45 shares — an estimated $223 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TGEN in Q4 2025 and held it in 1 quarter. The position peaked at $223 in Q4 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Tecogen Inc position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 45 Tecogen Inc shares in Q1 2026, an estimated $223.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Tecogen Inc in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Tecogen Inc position peaked at $223 in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.