Carson Wealth (CWM LLC)
INGN icon

Carson Wealth (CWM LLC)’s Inogen INGN Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$65.1K Buy
10,535
+707
+7% +$4.36K ﹤0.01% 3615
2025
Q4 		$66K Sell
9,828
-3,019
-23% -$22.6K ﹤0.01% 3398
2025
Q3 		$105K Sell
12,847
-3,411
-21% -$25.5K ﹤0.01% 2954
2025
Q2 		$114K Buy
16,258
+1,611
+11% +$10.8K ﹤0.01% 2599
2025
Q1 		$104K Buy
14,647
+6,118
+72% +$57.7K ﹤0.01% 2393
2024
Q4 		$78K Buy
8,529
+1,841
+28% +$17.2K ﹤0.01% 2458
2024
Q3 		$65K Buy
6,688
+59
+0.9% +$619 ﹤0.01% 2493
2024
Q2 		$54K Buy
6,629
+6,339
+2,186% +$49.1K ﹤0.01% 2435
2024
Q1 		$2K Buy
290
+235
+427% +$1.66K ﹤0.01% 3994
2023
Q4 		$0 Buy
55
+37
+206% +$196 ﹤0.01% 4319
2023
Q3 		$0 Sell
18
-118
-87% -$839 ﹤0.01% 4330
2023
Q2 		$2K Sell
136
-652
-83% -$7.68K ﹤0.01% 3807
2023
Q1 		$10K Buy
788
+649
+467% +$12.4K ﹤0.01% 2949
2022
Q4 		$3K Buy
139
+17
+14% +$366 ﹤0.01% 3422
2022
Q3 		$3K Buy
+122
New +$3.37K ﹤0.01% 3312

Other funds holding INGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INGN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Inogen (INGN) stake by 7.2% in Q1 2026, buying an estimated $4.36K and bringing the position to 10,535 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3615.

Carson Wealth (CWM LLC) first reported a position in INGN in Q3 2022 and has held it in 15 quarters since. The position peaked at $114K in Q2 2025. 126 funds tracked by Wall St. Rank hold INGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,535 shares of Inogen worth $65.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 707 Inogen shares in Q1 2026, an estimated $4.36K.
  • Inogen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3615 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inogen in Q3 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Inogen position peaked at $114K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Inogen as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.