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Lionsbridge Wealth Management’s Oragenics OGEN Stock Holding History

Lionsbridge Wealth Management’s Portfolio OGEN Stock Details OGEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-667
Closed -$2.55K – 62
2025
Q2 		$2.55K Hold
667
– – ﹤0.01% 58
2025
Q1 		$4.2K Hold
667
– – ﹤0.01% 60
2024
Q4 		$7.39K Hold
667
– – 0.01% 61
2024
Q3 		$7.62K Buy
667
+334
+100% +$9.43K 0.01% 68
2024
Q2 		$10.4K Buy
+333
New +$15.1K 0.01% 57

Other funds holding OGEN

DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $111M AUM 74.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lionsbridge Wealth Management's OGEN Position: Q3 2025 in Review

Lionsbridge Wealth Management sold out of Oragenics (OGEN) in Q3 2025, closing a stake of 667 shares — an estimated $2.55K sold.

Lionsbridge Wealth Management first reported a position in OGEN in Q2 2024 and held it in 5 quarters. The position peaked at $10.4K in Q2 2024. 16 funds tracked by Wall St. Rank hold OGEN as of Q3 2025.

  • Lionsbridge Wealth Management reported no remaining Oragenics position as of Q3 2025 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 667 Oragenics shares in Q3 2025, an estimated $2.55K.
  • Lionsbridge Wealth Management first reported a position in Oragenics in Q2 2024 and held it in 5 quarters.
  • Lionsbridge Wealth Management's Oragenics position peaked at $10.4K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Oragenics as of Q3 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.