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BOLTON SECURITIES CORPORATION’s Tecogen Inc TGEN Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$60.5K Buy
21,295
+8,355
+65% +$29K ﹤0.01% 1286
2026
Q2 		$67.5K Hold
12,940
– – ﹤0.01% 1236
2026
Q1 		$33.1K Buy
+12,940
New +$47.5K ﹤0.01% 1327
2025
Q3 		$33.7K Buy
+3,825
New +$30.7K ﹤0.01% 1255

Other funds holding TGEN

Clear Harbor Asset Management
Clear Harbor Asset Management Stamford, Connecticut $1.74B AUM 28.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $344M AUM 44.86% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thompson Davis & Co
Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TGEN Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Tecogen Inc (TGEN) stake by 65% in Q3 2026, buying an estimated $29K and bringing the position to 21,295 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

BOLTON SECURITIES CORPORATION first reported a position in TGEN in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.5K in Q2 2026. 25 funds tracked by Wall St. Rank hold TGEN as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 21,295 shares of Tecogen Inc worth $60.5K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 8,355 Tecogen Inc shares in Q3 2026, an estimated $29K.
  • Tecogen Inc made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1286 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Tecogen Inc in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's Tecogen Inc position peaked at $67.5K in Q2 2026.
  • 25 funds tracked by Wall St. Rank held Tecogen Inc as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.