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
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

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

LPL Financial's TGEN Position: Q1 2026 in Review

LPL Financial reduced its Tecogen Inc (TGEN) stake by 44% in Q1 2026, selling an estimated $120K and leaving 41,251 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #5669.

LPL Financial first reported a position in TGEN in Q4 2025 and has held it in 2 quarters since. The position peaked at $365K in Q4 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • LPL Financial held 41,251 shares of Tecogen Inc worth $106K as of Q1 2026.
  • LPL Financial sold 32,542 Tecogen Inc shares in Q1 2026, an estimated $120K.
  • Tecogen Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5669 holding.
  • LPL Financial first reported a position in Tecogen Inc in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's Tecogen Inc position peaked at $365K in Q4 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.