Tecogen Inc./Waltham MaTGEN

13F holders, Q2 2025 (June 30)
30holders +29
29new positions
0sold out
1famous investor
$6.83avg. 13F price*

At the end of Q2 2025, 30 institutions reported holding Tecogen Inc./Waltham Ma (TGEN) in their 13F filings, up 29 from Q1 2025. 29 opened new positions and 0 sold out. The largest holders were Vanguard Group Inc. ($5.6M), Bard Associates Inc. ($4.2M) and Clear Harbor Asset Management, LLC ($4.1M). One famous investor held it Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Tecogen Inc./Waltham Ma
CUSIP
87876P201
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2025: 1Q1 2025Q2 2025: 30Q2 2025Q3 2025: 70Q3 2025Q4 2025: 65Q4 2025Q1 2026: 62Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions29$26.2M
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 3,847,596 shares bought, net +3,847,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Vanguard Group Inc. 0.00% New 825,643 $5.6M
Bard Associates Inc. 1.36% New 623,582 $4.2M
Clear Harbor Asset Management, LLC 0.31% New 610,000 $4.1M
Portolan Capital Management, LLC 0.20% New 465,571 $3.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.33% New 321,078 $2.2M
BlackRock, Inc. 0.00% New 184,779 $1.3M
Integrated Wealth Concepts LLC 0.01% New 177,250 $1.2M
Geode Capital Management, LLC 0.00% New 142,850 $971K
Corsair Capital Management, L.P. 0.09% New 67,760 $461K
HighTower Advisors, LLC 0.00% New 63,567 $432K
PFG Investments, LLC 0.02% New 62,523 $425K
Royal Bank of Canada 0.00% New 58,500 $398K
GAMCO Investors 0.00% New 42,000 $286K
Gendell Jeffrey L 0.01% New 41,700 $284K
State Street Corp. 0.00% New 41,400 $282K
Heron Bay Capital Management 0.05% New 37,167 $253K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.28% New 15,089 $193K
Northern Trust Corp. 0.00% New 25,737 $175K
Shikiar Asset Management Inc. 0.05% Add +76.0% 22,000 $150K
Pathstone Holdings, LLC 0.00% New 18,725 $127K
Advisory Services Network, LLC 0.00% New 10,000 $97K
Global Retirement Partners, LLC 0.00% — 5,145 $35K
Lazard Asset Management LLC 0.00% New 1,329 $9K
Morgan Stanley 0.00% New 600 $4K
Tower Research Capital LLC (TRC) 0.00% New 496 $3K
JPMorgan Chase & Co. 0.00% New 450 $3K
SBI Securities Co., Ltd. 0.00% New 117 $796
Bank of America Corp. 0.00% New 116 $789
MAI Capital Management 0.00% New 64 $436
UBS Group AG 0.00% New 3 $22

"% of holder's portfolio" is TGEN's weight in each manager's 13F, not the share of Tecogen Inc./Waltham Ma the manager owns.