TECOGEN INC. - TGEN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 871,840 | 4,306 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 769,964 | 1,971 | 0.0% | — | 2 | +769,964 | New | Q1 2026 | May 15, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 688,309 | 1,762 | 0.44% | 0.87% | 3 | -798 | -0.12% | Q1 2026 | May 07, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 650,000 | 1,664 | 0.11% | 0.2% | 4 | +40,000 | 6.56% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 481,157 | 1,231 | 0.0% | 0.0% | 5 | -56,254 | -10.47% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 443,555 | 1,135 | 0.06% | 0.12% | 6 | -2,255 | -0.51% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 430,072 | 1,100 | 0.0% | 0.0% | 7 | +276,252 | 179.59% | Q1 2026 | May 15, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 420,000 | 1,079 | 0.15% | 0.27% | 8 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arosa Capital Management LP | History | No change | 350,000 | 896 | 0.14% | 0.22% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Palisades Investment Partners, LLC | History | Reduced | 333,907 | 854 | 0.33% | 0.73% | 10 | -56,305 | -14.43% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 319,836 | 818 | 0.0% | 0.0% | 11 | +214,877 | 204.72% | Q1 2026 | May 05, 2026 |
| Meros Investment Management, LP | History | New | 291,705 | 746 | 0.32% | — | 12 | +291,705 | New | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 272,300 | 697 | 0.0% | 0.0% | 13 | +218,000 | 401.47% | Q1 2026 | May 14, 2026 |
| GENDELL JEFFREY L | History | Reduced | 245,541 | 628 | 0.01% | 0.03% | 14 | -50,000 | -16.92% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 218,380 | 559 | 0.0% | — | 15 | +218,380 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 207,467 | 531 | 0.0% | 0.0% | 16 | -78,858 | -27.54% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 192,002 | 491 | 0.0% | 0.0% | 17 | +14,088 | 7.92% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 191,142 | 489 | 0.0% | 0.0% | 18 | -126,865 | -39.89% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 185,794 | 475 | 0.0% | 0.0% | 19 | +86,040 | 86.25% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 184,779 | 473 | 0.0% | 0.0% | 20 | -6,581 | -3.44% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 137,200 | 351 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | No change | 132,665 | 339 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 99,000 | 253 | 0.17% | 0.36% | 23 | -21,450 | -17.81% | Q1 2026 | Apr 16, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 96,442 | 246 | 0.0% | — | 24 | +96,442 | New | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 94,170 | 241 | 0.01% | 0.01% | 25 | +74,738 | 384.61% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 92,722 | 237 | 0.0% | 0.0% | 26 | -7,356 | -7.35% | Q1 2026 | May 13, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 88,496 | 226 | 0.01% | 0.04% | 27 | -89,326 | -50.23% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 79,932 | 204 | 0.0% | 0.0% | 28 | -24,799 | -23.68% | Q1 2026 | May 14, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | New | 77,000 | 197 | 0.03% | — | 29 | +77,000 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 76,736 | 196 | 0.0% | 0.0% | 30 | +6,758 | 9.66% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | No change | 69,226 | 177 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 67,418 | 172 | 0.0% | 0.0% | 32 | -151,210 | -69.16% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | No change | 62,523 | 160 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IMC-Chicago, LLC | History | Reduced | 61,650 | 157 | 0.0% | 0.0% | 34 | -33,405 | -35.14% | Q1 2026 | May 05, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 55,017 | 140 | 0.02% | 0.04% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Reduced | 53,131 | 136 | 0.04% | 0.07% | 36 | -96 | -0.18% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 41,251 | 105 | 0.0% | 0.0% | 37 | -32,542 | -44.1% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 39,973 | 102 | 0.01% | 0.02% | 39 | -474 | -1.17% | Q1 2026 | Apr 28, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 40,000 | 102 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 37,681 | 96 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | New | 35,500 | 90 | 0.0% | — | 41 | +35,500 | New | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 33,048 | 84 | 0.0% | 0.0% | 42 | +7,548 | 29.6% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 25,106 | 64 | 0.0% | 0.0% | 43 | -42,618 | -62.93% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | New | 20,000 | 51 | 0.0% | — | 44 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 18,725 | 47 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | Added to | 17,650 | 45 | 0.01% | 0.02% | 46 | +4,350 | 32.71% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,124 | 41 | 0.0% | 0.0% | 47 | +4,350 | 36.95% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 15,071 | 38 | 0.0% | — | 48 | +15,071 | New | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 11,163 | 28 | 0.0% | — | 49 | +11,163 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,189 | 26 | 0.0% | — | 50 | +10,189 | New | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 10,000 | 25 | 0.0% | — | 51 | +10,000 | New | Q1 2026 | May 01, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,434 | 13 | 0.0% | — | 52 | +5,434 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,143 | 8 | 0.0% | 0.0% | 53 | -82,402 | -96.33% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,490 | 6 | 0.0% | — | 55 | +2,490 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,500 | 6 | 0.0% | 0.0% | 54 | +1,500 | 150.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,583 | 4 | 0.0% | — | 56 | +1,583 | New | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 500 | 1 | 0.0% | 0.0% | 57 | +270 | 117.39% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 494 | 1 | 0.0% | 0.0% | 58 | -44 | -8.18% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 562 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -83,907 | -100.0% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -61,207 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -54,763 | -100.0% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -42,000 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,300 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,820 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Hidden Cove Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -21,087 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,400 | -100.0% | Q1 2026 | May 14, 2026 |
| Ark Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,881 | -100.0% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,920 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -10,784 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,535 | -100.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | May 12, 2026 |
| Fortitude Family Office, LLC | History | New | 181 | 0 | — | — | — | +181 | New | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 120 | 0 | — | — | — | +3 | 2.56% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |