Wealth Enhancement Advisory Services
OCGN icon

Wealth Enhancement Advisory Services’s Ocugen OCGN Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$24.1K Buy
16,427
+717
+5% +$1.09K ﹤0.01% 4012
2026
Q1 		$28.1K Buy
15,710
+100
+0.6% +$173 ﹤0.01% 3481
2025
Q4 		$24K Sell
15,610
-119
-0.8% -$169 ﹤0.01% 3573
2025
Q3 		$27.7K Sell
15,729
-1,354
-8% -$1.5K ﹤0.01% 3485
2025
Q2 		$16.3K Buy
17,083
+2,246
+15% +$1.86K ﹤0.01% 3318
2025
Q1 		$10.5K Buy
14,837
+257
+2% +$178 ﹤0.01% 2955
2024
Q4 		$11.7K Sell
14,580
-93
-0.6% -$85 ﹤0.01% 2923
2024
Q3 		$14.6K Buy
14,673
+113
+0.8% +$155 ﹤0.01% 2694
2024
Q2 		$22.6K Buy
+14,560
New +$22.7K ﹤0.01% 2485

Other funds holding OCGN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's OCGN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Ocugen (OCGN) stake by 4.6% in Q2 2026, buying an estimated $1.09K and bringing the position to 16,427 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4012.

Wealth Enhancement Advisory Services first reported a position in OCGN in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.1K in Q1 2026. 15 funds tracked by Wall St. Rank hold OCGN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,427 shares of Ocugen worth $24.1K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 717 Ocugen shares in Q2 2026, an estimated $1.09K.
  • Ocugen made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #4012 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ocugen in Q2 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Ocugen position peaked at $28.1K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Ocugen as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.