TrueFG’s Ocugen OCGN Stock Holding History

TrueFG’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	$21.6K	Hold	21,000	–	–	0.01%	73
2026 Q2	$32.1K	Hold	21,000	–	–	0.01%	75
2026 Q1	$38K	Hold	21,000	–	–	0.01%	71
2025 Q4	$28.4K	Hold	21,000	–	–	0.01%	69
2025 Q3	$34.2K	Hold	21,000	–	–	0.01%	63
2025 Q2	$20.4K	Hold	21,000	–	–	0.01%	61
2025 Q1	$14.8K	Hold	21,000	–	–	﹤0.01%	50
2024 Q4	$16.9K	Hold	21,000	–	–	0.01%	53
2024 Q3	$20.8K	Hold	21,000	–	–	0.01%	52
2024 Q2	$32.6K	Hold	21,000	–	–	0.01%	49
2024 Q1	$34.4K	Buy	+21,000	New	+$17.6K	0.01%	48

Other funds holding OCGN

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

CFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

TrueFG's OCGN Position: Q3 2026 in Review

TrueFG held its Ocugen (OCGN) position steady in Q3 2026 at 21,000 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #73.

TrueFG first reported a position in OCGN in Q1 2024 and has held it in 11 quarters since. The position peaked at $38K in Q1 2026. 13 funds tracked by Wall St. Rank hold OCGN as of Q3 2026.

TrueFG held 21,000 shares of Ocugen worth $21.6K as of Q3 2026.
TrueFG left its Ocugen share count unchanged in Q3 2026.
Ocugen made up 0.01% of TrueFG's portfolio in Q3 2026, its #73 holding.
TrueFG first reported a position in Ocugen in Q1 2024 and has held it in 11 quarters since.
TrueFG's Ocugen position peaked at $38K in Q1 2026.
13 funds tracked by Wall St. Rank held Ocugen as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.