AWM
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AE Wealth Management’s Inogen INGN Stock Holding History

AE Wealth Management’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,853
Closed -$90.4K – 2328
2025
Q2 		$90.4K Sell
12,853
-2,692
-17% -$18.1K ﹤0.01% 1509
2025
Q1 		$111K Sell
15,545
-1,665
-10% -$15.7K ﹤0.01% 1415
2024
Q4 		$158K Buy
+17,210
New +$161K ﹤0.01% 1325
2018
Q4 		– Sell
-1,082
Closed -$264K – 536
2018
Q3 		$264K Sell
1,082
-3,627
-77% -$839K 0.01% 480
2018
Q2 		$877K Buy
+4,709
New +$784K 0.06% 181

Other funds holding INGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return