SAM
TGEN

Shikiar Asset Management’s Tecogen Inc TGEN Stock Holding History

Shikiar Asset Management’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 		$282K Buy
54,050
+36,400
+206% +$182K 0.07% 97
2026
Q1 		$45K Buy
17,650
+4,350
+33% +$16K 0.01% 101
2025
Q4 		$66K Sell
13,300
-5,200
-28% -$39K 0.02% 95
2025
Q3 		$163K Sell
18,500
-3,500
-16% -$28.1K 0.04% 94
2025
Q2 		$150K Buy
22,000
+9,500
+76% +$49.3K 0.04% 73
2025
Q1 		$28K Buy
+12,500
New +$28K 0.01% 74

Other funds holding TGEN

HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Shikiar Asset Management's TGEN Position: Q2 2026 in Review

Shikiar Asset Management increased its Tecogen Inc (TGEN) stake by 206% in Q2 2026, buying an estimated $182K and bringing the position to 54,050 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #97.

Shikiar Asset Management first reported a position in TGEN in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold TGEN as of Q2 2026.

  • Shikiar Asset Management held 54,050 shares of Tecogen Inc worth $282K as of Q2 2026.
  • Shikiar Asset Management bought 36,400 Tecogen Inc shares in Q2 2026, an estimated $182K.
  • Tecogen Inc made up 0.07% of Shikiar Asset Management's portfolio in Q2 2026, its #97 holding.
  • Shikiar Asset Management first reported a position in Tecogen Inc in Q1 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Tecogen Inc as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.