Integrated Wealth Concepts LLC
- SEC CIK
- 0001737109
- Latest filing
- Sep 8, 2026
TGEN holding history
Tecogen Inc. in every 13F filed by Integrated Wealth Concepts LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TGEN overviewAll 13F holders of TGENFull Q2 2026 holdings
- Shares (Q2 2026)
- 112,080
- Value
- $585.1K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 112,080 | $585.1K | <0.1% | −106,300−48.7% | Reduced | Holders |
| Q1 2026 | 218,380 | $559.1K | <0.1% | +218,380 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −216,465−100.0% | Sold out | Holders |
| Q3 2025 | 216,465 | $1.91M | <0.1% | +39,215+22.1% | Added | Holders |
| Q2 2025 | 177,250 | $1.21M | <0.1% | +177,250 | New | Holders |