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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 $6.73T AUM 46.02% 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 $84.2B AUM 55.88% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

AE Wealth Management's INGN Position: Q3 2025 in Review

AE Wealth Management sold out of Inogen (INGN) in Q3 2025, closing a stake of 12,853 shares — an estimated $90.4K sold.

AE Wealth Management first reported a position in INGN in Q2 2018 and held it in 5 quarters. The position peaked at $877K in Q2 2018. 131 funds tracked by Wall St. Rank hold INGN as of Q3 2025.

  • AE Wealth Management reported no remaining Inogen position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 12,853 Inogen shares in Q3 2025, an estimated $90.4K.
  • AE Wealth Management first reported a position in Inogen in Q2 2018 and held it in 5 quarters.
  • AE Wealth Management's Inogen position peaked at $877K in Q2 2018.
  • 131 funds tracked by Wall St. Rank held Inogen as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.