PFO
TGEN

Pathstone Family Office’s Tecogen Inc TGEN Stock Holding History

Pathstone Family Office’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
2020
Q2 		– Sell
-18,725
Closed -$17K – 1000
2020
Q1 		$17K Hold
18,725
– – ﹤0.01% 436
2019
Q4 		$397K Hold
18,725
– – ﹤0.01% 329
2019
Q3 		$45K Hold
18,725
– – 0.01% 288
2019
Q2 		$70K Hold
18,725
– – 0.01% 283
2019
Q1 		$75K Buy
+18,725
New +$72K 0.01% 255

Other funds holding TGEN

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Pathstone Family Office's TGEN Position: Q2 2020 in Review

Pathstone Family Office sold out of Tecogen Inc (TGEN) in Q2 2020, closing a stake of 18,725 shares — an estimated $17K sold.

Pathstone Family Office first reported a position in TGEN in Q1 2019 and held it in 5 quarters. The position peaked at $397K in Q4 2019. 3 funds tracked by Wall St. Rank hold TGEN as of Q2 2020.

  • Pathstone Family Office reported no remaining Tecogen Inc position as of Q2 2020 after selling out during the quarter.
  • Pathstone Family Office sold 18,725 Tecogen Inc shares in Q2 2020, an estimated $17K.
  • Pathstone Family Office first reported a position in Tecogen Inc in Q1 2019 and held it in 5 quarters.
  • Pathstone Family Office's Tecogen Inc position peaked at $397K in Q4 2019.
  • 3 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2020.

Based on Pathstone Family Office's 13F filing for Q2 2020, filed 14 Aug 2020.