TD Private Client Wealth’s Ocugen OCGN Stock Holding History

TD Private Client Wealth’s Portfolio OCGN Stock Details OCGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$101K	Buy	+98,390	New	+$125K	﹤0.01%	749
2024 Q2	–	Sell	-98,390	Closed	-$161K	–	1249
2024 Q1	$161K	Hold	98,390	–	–	0.01%	624
2023 Q4	$56.6K	Hold	98,390	–	–	﹤0.01%	799
2023 Q3	$39.4K	Hold	98,390	–	–	﹤0.01%	809
2023 Q2	$53.4K	Hold	98,390	–	–	﹤0.01%	769
2023 Q1	$83.9K	Hold	98,390	–	–	﹤0.01%	678
2022 Q4	$128K	Hold	98,390	–	–	0.01%	595
2022 Q3	$175K	Hold	98,390	–	–	0.01%	545
2022 Q2	$223K	Hold	98,390	–	–	0.01%	514
2022 Q1	$325K	Hold	98,390	–	–	0.01%	481
2021 Q4	$448K	Hold	98,390	–	–	0.02%	438
2021 Q3	$706K	Hold	98,390	–	–	0.03%	365
2021 Q2	$790K	Sell	98,390 -10,000	-9%	-$84.4K	0.03%	356
2021 Q1	$736K	Buy	+108,390	New	+$721K	0.03%	349

Other funds holding OCGN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Certior Financial Group King Of Prussia, Pennsylvania $184M AUM 12.97% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

SmartHarvest Portfolios Poulsbo, Washington $258M AUM 39.79% 1-Year Est. Return

TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

TD Private Client Wealth's OCGN Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in Ocugen (OCGN) in Q3 2026: 98,390 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in OCGN as recently as Q1 2024.

TD Private Client Wealth first reported a position in OCGN in Q1 2021 and has held it in 14 quarters since. The position peaked at $790K in Q2 2021. 30 funds tracked by Wall St. Rank hold OCGN as of Q3 2026.

TD Private Client Wealth held 98,390 shares of Ocugen worth $101K as of Q3 2026.
Ocugen was a new TD Private Client Wealth position in Q3 2026.
Ocugen made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #749 holding.
TD Private Client Wealth first reported a position in Ocugen in Q1 2021 and has held it in 14 quarters since.
TD Private Client Wealth's Ocugen position peaked at $790K in Q2 2021.
30 funds tracked by Wall St. Rank held Ocugen as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.