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
Q2 		$1.52M Buy
290,260
+104,466
+56% +$523K ﹤0.01% 3695
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

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

Raymond James Financial's TGEN Position: Q2 2026 in Review

Raymond James Financial increased its Tecogen Inc (TGEN) stake by 56% in Q2 2026, buying an estimated $523K and bringing the position to 290,260 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3695.

Raymond James Financial first reported a position in TGEN in Q3 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

  • Raymond James Financial held 290,260 shares of Tecogen Inc worth $1.52M as of Q2 2026.
  • Raymond James Financial bought 104,466 Tecogen Inc shares in Q2 2026, an estimated $523K.
  • Tecogen Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3695 holding.
  • Raymond James Financial first reported a position in Tecogen Inc in Q3 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.