Among active 13F managers last quarter, 2 opened and 2 added, while 1 reduced; the largest holder to move was 25 LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
16 tracked 13F filers disclose a position in OGEN as of the latest SEC 13F filings, a combined $34K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Geode Capital Management, LLC | 24K | $14K | ▼−64% Reduced · −41K sh | Q2 2026 | |
| 2 | 25 LLC | 23K | $13K | ▲New +23K sh | Q2 2026 | |
| 3 | UBS Group AG | 5K | $3K | ▲+117% Added · +3K sh | Q1 2026 | |
| 4 | Tower Research Capital LLC (TRC) | 5K | $3K | ▼−0.1% Reduced · −5 sh | Q1 2026 | |
| 5 | St. Johns Investment Management Company, LLC | 2K | $1K | ▲+862% Added · +2K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 703 | $408 | —Held | Q2 2026 | |
| 7 | Wells Fargo & Company | 34 | $19 | —Held | Q1 2026 | |
| 8 | Harbour Investments, Inc. | 34 | $19 | —Held | Q1 2026 | |
| 9 | SBI Securities Co., Ltd. | 23 | $13 | ▲+109% Added · +12 sh | Q2 2026 | |
| 10 | Adkins Seale Capital Management LLC | 3 | $2 | —Held | Q2 2026 | |
| 11 | Farther Finance Advisors, LLC | 1 | $1 | ▲New +1 sh | Q1 2026 | |
| 12 | Johnson Financial Group, Inc. | 1 | $1 | —Held | Q2 2026 | |
| 13 | Bogart Wealth, LLC | 1 | $1 | ▲New +1 sh | Q1 2026 | |
| 14 | Keating Financial Advisory Services, Inc. | 1 | $1 | —Held | Q2 2026 | |
| 15 | Strategic Wealth Partners, Ltd. | 1 | $1 | —Held | Q2 2026 | |
| 16 | Royal Bank Of Canada | 1 | $0 | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in OGEN and 2 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $893.8M |
| Apple IncAAPL | 9 funds | $852.4M |
| Microsoft CorpMSFT | 9 funds | $386.7M |
| Amazon.com IncAMZN | 9 funds | $293.2M |
| Alphabet Inc-CL AGOOGL | 9 funds | $286.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $253.3M |
| Tesla IncTSLA | 9 funds | $238.6M |
| Alphabet Inc-CL CGOOG | 9 funds | $222.6M |
| Broadcom IncAVGO | 9 funds | $164.2M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $151.1M |
| Meta Platforms Inc-Class AMETA | 9 funds | $127.0M |
| JPMorgan Chase & CoJPM | 9 funds | $114.8M |
Ranked by how many of OGEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OGEN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 12, 2025 | Telling Fred | Director | Sell (S) | 210 | $197 |
| Jun 18, 2025 | Odyssey Health, Inc. | 10% Owner | Sell (S) | 5K | $21K |
| Jun 17, 2025 | Odyssey Health, Inc. | 10% Owner | Sell (S) | 2K | $9K |
| Jun 16, 2025 | Odyssey Health, Inc. | 10% Owner | Sell (S) | 5K | $22K |
| Jun 13, 2025 | Odyssey Health, Inc. | 10% Owner | Sell (S) | 5K | $21K |
| Dec 6, 2024 | Telling Fred | Director | Sell (S) | 4K | $1K |
| Dec 6, 2024 | Dunton Alan W | Director | Sell (S) | 66 | $24 |
| Nov 30, 2023 | Telling Fred | Director | Sell (S) | 4K | $12K |
| Dec 30, 2022 | Koski Robert C | Director | Sell (S) | 42K | $5K |
| Dec 29, 2022 | Koski Robert C | Director | Sell (S) | 37K | $4K |
| Dec 15, 2022 | Koski Robert C | Director | Sell (S) | 140K | $25K |
| Dec 14, 2022 | Koski Robert C | Director | Sell (S) 2 lots, same day | 30K | $5K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 3 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for OGEN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OGEN/capital-change-brief"
Use Arkolith's capital_change_brief for OGEN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for OGEN. Filings are public domain, sourced to SEC EDGAR.