Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Inovio Pharmaceuticals INO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254 Hold
146
– – ﹤0.01% 5514
2025
Q4 		$0 Buy
+146
New +$322 ﹤0.01% 5494
2025
Q3 		– Sell
-5,532
Closed -$11K – 5400
2025
Q2 		$11K Buy
5,532
+570
+11% +$1.09K ﹤0.01% 4242
2025
Q1 		$8K Buy
4,962
+3,228
+186% +$6.48K ﹤0.01% 4218
2024
Q4 		$3K Buy
+1,734
New +$7.67K ﹤0.01% 4415
2023
Q1 		– Sell
-9
Closed – – 4186
2022
Q4 		$0 Buy
+9
New +$204 ﹤0.01% 4100
2022
Q2 		– Sell
-30
Closed -$1K – 3937
2022
Q1 		$1K Hold
30
– – ﹤0.01% 3358
2021
Q4 		$2K Buy
+30
New +$2.4K ﹤0.01% 3130
2021
Q2 		$3K Hold
30
– – ﹤0.01% 2528
2021
Q1 		$3K Hold
30
– – ﹤0.01% 2528
2020
Q4 		$3K Hold
30
– – ﹤0.01% 2528
2020
Q3 		$3K Hold
30
– – ﹤0.01% 2528
2020
Q2 		$3K Hold
30
– – ﹤0.01% 2527
2020
Q1 		$3K Hold
30
– – ﹤0.01% 2526
2019
Q4 		$3K Hold
30
– – ﹤0.01% 2525
2019
Q3 		$3K Hold
30
– – ﹤0.01% 2525
2019
Q2 		$3K Hold
30
– – ﹤0.01% 2525
2019
Q1 		$3K Sell
30
-220
-88% -$11.1K ﹤0.01% 2525
2018
Q4 		$12K Hold
250
– – ﹤0.01% 1272
2018
Q3 		$17K Hold
250
– – ﹤0.01% 992
2018
Q2 		$12K Buy
+250
New +$13.8K ﹤0.01% 952

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Inovio Pharmaceuticals (INO) position steady in Q1 2026 at 146 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #5514.

Carson Wealth (CWM LLC) first reported a position in INO in Q2 2018 and has held it in 21 quarters since. The position peaked at $17K in Q3 2018. 100 funds tracked by Wall St. Rank hold INO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 146 shares of Inovio Pharmaceuticals worth $254 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Inovio Pharmaceuticals share count unchanged in Q1 2026.
  • Inovio Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5514 holding.
  • Carson Wealth (CWM LLC) first reported a position in Inovio Pharmaceuticals in Q2 2018 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s Inovio Pharmaceuticals position peaked at $17K in Q3 2018.
  • 100 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2026.

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