Raymond James Financial
TGEN

Raymond James Financial’s Tecogen Inc TGEN Stock Holding History

Raymond James 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 		$476K Buy
185,794
+86,040
+86% +$316K ﹤0.01% 4382
2025
Q4 		$493K Sell
99,754
-58,134
-37% -$436K ﹤0.01% 4278
2025
Q3 		$1.39M Buy
+157,888
New +$1.27M ﹤0.01% 3453

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

Raymond James Financial's TGEN Position: Q1 2026 in Review

Raymond James Financial increased its Tecogen Inc (TGEN) stake by 86% in Q1 2026, buying an estimated $316K and bringing the position to 185,794 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #4382.

Raymond James Financial first reported a position in TGEN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q3 2025. 62 funds tracked by Wall St. Rank hold TGEN as of Q1 2026.

  • Raymond James Financial held 185,794 shares of Tecogen Inc worth $476K as of Q1 2026.
  • Raymond James Financial bought 86,040 Tecogen Inc shares in Q1 2026, an estimated $316K.
  • Tecogen Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4382 holding.
  • Raymond James Financial first reported a position in Tecogen Inc in Q3 2025 and has held it in 3 quarters since.
  • Raymond James Financial's Tecogen Inc position peaked at $1.39M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Tecogen Inc as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.