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B. Riley Wealth Advisors’s Inogen INGN Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-28,800
Closed -$205K – 1211
2025
Q1 		$205K Buy
28,800
+5,100
+22% +$48.1K 0.01% 1137
2024
Q4 		$217K Sell
23,700
-7,700
-25% -$72K 0.01% 1007
2024
Q3 		$302K Sell
31,400
-24,800
-44% -$260K 0.01% 949
2024
Q2 		$457K Buy
+56,200
New +$435K 0.01% 857

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
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

B. Riley Wealth Advisors's INGN Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Inogen (INGN) in Q2 2025, closing a stake of 28,800 shares — an estimated $205K sold.

B. Riley Wealth Advisors first reported a position in INGN in Q2 2024 and held it in 4 quarters. The position peaked at $457K in Q2 2024. 127 funds tracked by Wall St. Rank hold INGN as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Inogen position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 28,800 Inogen shares in Q2 2025, an estimated $205K.
  • B. Riley Wealth Advisors first reported a position in Inogen in Q2 2024 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Inogen position peaked at $457K in Q2 2024.
  • 127 funds tracked by Wall St. Rank held Inogen as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.