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Strategic Wealth Partners’s Oragenics OGEN Stock Holding History

Strategic Wealth Partners’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
2026
Q1 		$1 Hold
1
– – ﹤0.01% 1473
2025
Q4 		$1 Hold
1
– – ﹤0.01% 1455
2025
Q3 		$1 Hold
1
– – ﹤0.01% 1314
2025
Q2 		$4 Buy
+1
New +$5 ﹤0.01% 1145

Other funds holding OGEN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SJIM
St. Johns Investment Management Jacksonville, Florida $238M AUM 22.04% 1-Year Est. Return

Strategic Wealth Partners's OGEN Position: Q1 2026 in Review

Strategic Wealth Partners held its Oragenics (OGEN) position steady in Q1 2026 at 1 share worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Strategic Wealth Partners first reported a position in OGEN in Q2 2025 and has held it in 4 quarters since. The position peaked at $4 in Q2 2025. 19 funds tracked by Wall St. Rank hold OGEN as of Q1 2026.

  • Strategic Wealth Partners held 1 share of Oragenics worth $1 as of Q1 2026.
  • Strategic Wealth Partners left its Oragenics share count unchanged in Q1 2026.
  • Oragenics made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #1473 holding.
  • Strategic Wealth Partners first reported a position in Oragenics in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Oragenics position peaked at $4 in Q2 2025.
  • 19 funds tracked by Wall St. Rank held Oragenics as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.