Tecogen Inc./Waltham MaTGEN

13F holders, Q3 2025 (September 30)
70holders +40
42new positions
2sold out
4famous investors
$8.80avg. 13F price*

At the end of Q3 2025, 70 institutions reported holding Tecogen Inc./Waltham Ma (TGEN) in their 13F filings, up 40 from Q2 2025. 42 opened new positions and 2 sold out. The largest holders were Vanguard Group Inc. ($7.7M), Bard Associates Inc. ($6.1M) and Clear Harbor Asset Management, LLC ($5.4M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions42$27.4M
Exits2$44K

All 13F filers, Q2 2025 → Q3 2025: 3,892,697 shares bought and 30,623 shares sold, net +3,862,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

Vanguard Group Inc. 0.00% Add +5.4% 870,440 $7.7M
Bard Associates Inc. 1.62% Add +10.8% 690,611 $6.1M
Clear Harbor Asset Management, LLC 0.38% Add +0.3% 611,600 $5.4M
Portolan Capital Management, LLC 0.28% Add +28.0% 595,806 $5.2M
HERALD INVESTMENT MANAGEMENT Ltd 0.52% Add +38.9% 446,078 $3.9M
Palisades Investment Partners, LLC 1.30% New 376,594 $3.3M
Arosa Capital Management LP 4.11% New 287,500 $2.5M
Susquehanna International Group, LLP 0.00% New 252,035 $2.2M
Two Sigma Investments, LP 0.00% New 246,705 $2.2M
Gendell Jeffrey L 0.04% Add +484.2% 243,622 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +22.1% 216,465 $1.9M
Citadel Advisors 0.00% New 213,708 $1.9M
BlackRock, Inc. 0.00% No change 184,779 $1.6M
Geode Capital Management, LLC 0.00% Add +16.6% 166,557 $1.5M
Raymond James Financial Inc. 0.00% New 157,888 $1.4M
Apis Capital Advisors, LLC 0.30% New 153,000 $1.3M
New York State Common Retirement Fund 0.00% New 137,200 $1.2M
Goldman Sachs Group Inc. 0.00% New 132,762 $1.2M
Royal Bank of Canada 0.00% Add +109.2% 122,389 $1.1M
Thompson Davis & Co., Inc. 0.64% New 117,953 $1.0M
Granahan Investment Management, LLC 0.04% New 112,338 $990K
Renaissance Technologies 0.00% New 102,200 $900K
Russell Investments Group, Ltd. 0.00% New 94,696 $834K
Jane Street Group, LLC 0.00% New 93,110 $820K
Informed Momentum Co LLC 0.07% New 74,101 $653K
State Street Corp. 0.00% Add +68.4% 69,726 $614K
HighTower Advisors, LLC 0.00% Reduce -0.8% 63,067 $556K
PFG Investments, LLC 0.03% No change 62,523 $551K
Corsair Capital Management, L.P. 0.09% Reduce -18.8% 55,000 $485K
Manatuck Hill Partners, LLC 0.15% New 50,000 $441K
Marshall Wace, LLP 0.00% New 49,089 $432K
Millennium Management 0.00% New 48,245 $425K
ARS Investment Partners, LLC 0.03% New 43,173 $380K
GAMCO Investors 0.00% Reduce -4.8% 40,000 $352K
Heron Bay Capital Management 0.06% No change 37,167 $327K
Two Sigma Advisers, LP 0.00% New 36,200 $319K
Evernest Financial Advisors, LLC 0.08% New 34,150 $301K
Group One Trading LLC 0.01% New 33,952 $299K
Simplex Trading, LLC 0.01% New 31,562 $278K
J.W. Cole Advisors, Inc. 0.01% New 31,400 $277K
Diametric Capital, LP 0.10% New 30,741 $271K
Harbor Capital Advisors, Inc. 0.02% New 27,481 $242K
Northern Trust Corp. 0.00% No change 25,737 $227K
Bridgeway Capital Management, LLC 0.00% New 25,500 $225K
Morgan Stanley 0.00% Add +3630.8% 22,385 $197K
Virtu Financial LLC 0.01% New 20,036 $177K
Pathstone Holdings, LLC 0.00% No change 18,725 $165K
Shikiar Asset Management Inc. 0.05% Reduce -15.9% 18,500 $163K
Wolverine Trading, LLC 0.00% New 17,495 $144K
Tower Research Capital LLC (TRC) 0.00% Add +2971.4% 15,234 $134K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.18% Reduce -2.6% 14,700 $130K
Marex Group Ltd 0.00% New 14,700 $130K
Hidden Cove Wealth Management, LLC 0.08% New 14,042 $124K
Rockefeller Capital Management L.P. 0.00% New 12,500 $110K
Calamos Advisors LLC 0.00% New 12,479 $110K
Charles Schwab Investment Management Inc. 0.00% New 12,000 $106K
NewEdge Advisors, LLC 0.00% New 10,300 $91K
UBS Group AG 0.00% Add +319500.0% 9,588 $84K
Advisory Services Network, LLC 0.00% Reduce -50.0% 5,000 $44K
CoreCap Advisors, LLC 0.00% New 4,944 $44K
Bank of America Corp. 0.00% Add +4069.0% 4,836 $43K
EverSource Wealth Advisors, LLC 0.00% New 2,000 $18K
Altshuler Shaham Ltd 0.00% New 1,500 $13K
JPMorgan Chase & Co. 0.00% No change 450 $4K
Osaic Holdings, Inc. 0.00% New 500 $4K
National Bank of Canada 0.00% New 230 $2K
SBI Securities Co., Ltd. 0.00% No change 117 $1K
State of Wyoming 0.00% New 90 $793
MAI Capital Management 0.00% No change 64 $564
ORG Partners LLC 0.00% New 50 $440

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