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Mutual Advisors’s Oragenics OGEN Stock Holding History

Mutual Advisors’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
Q2 		– Sell
-533
Closed -$3.15K – 1190
2025
Q1 		$3.15K Buy
+533
New +$4.61K ﹤0.01% 1080

Other funds holding OGEN

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Mutual Advisors's OGEN Position: Q2 2025 in Review

Mutual Advisors sold out of Oragenics (OGEN) in Q2 2025, closing a stake of 533 shares — an estimated $3.15K sold.

Mutual Advisors first reported a position in OGEN in Q1 2025 and held it in 1 quarter. The position peaked at $3.15K in Q1 2025. 18 funds tracked by Wall St. Rank hold OGEN as of Q2 2025.

  • Mutual Advisors reported no remaining Oragenics position as of Q2 2025 after selling out during the quarter.
  • Mutual Advisors sold 533 Oragenics shares in Q2 2025, an estimated $3.15K.
  • Mutual Advisors first reported a position in Oragenics in Q1 2025 and held it in 1 quarter.
  • Mutual Advisors's Oragenics position peaked at $3.15K in Q1 2025.
  • 18 funds tracked by Wall St. Rank held Oragenics as of Q2 2025.

Based on Mutual Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.