LPL Financial
TGEN

LPL Financial’s Tecogen Inc TGEN Stock Holding History

LPL Financial’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
Q2 		– Sell
-41,251
Closed -$106K – 6386
2026
Q1 		$106K Sell
41,251
-32,542
-44% -$120K ﹤0.01% 5669
2025
Q4 		$365K Buy
+73,793
New +$554K ﹤0.01% 4990

Other funds holding TGEN

PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial's TGEN Position: Q2 2026 in Review

LPL Financial sold out of Tecogen Inc (TGEN) in Q2 2026, closing a stake of 41,251 shares — an estimated $106K sold.

LPL Financial first reported a position in TGEN in Q4 2025 and held it in 2 quarters. The position peaked at $365K in Q4 2025. 69 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

  • LPL Financial reported no remaining Tecogen Inc position as of Q2 2026 after selling out during the quarter.
  • LPL Financial sold 41,251 Tecogen Inc shares in Q2 2026, an estimated $106K.
  • LPL Financial first reported a position in Tecogen Inc in Q4 2025 and held it in 2 quarters.
  • LPL Financial's Tecogen Inc position peaked at $365K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.