Citigroup
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Citigroup’s Inovio Pharmaceuticals INO Stock Holding History

Citigroup’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
2021
Q1 		– Sell
-7,175
Closed -$762K – 6807
2020
Q4 		$762K Sell
7,175
-175
-2% -$23.3K ﹤0.01% 3818
2020
Q3 		$1.02M Buy
7,350
+2,567
+54% +$535K ﹤0.01% 3257
2020
Q2 		$1.55M Buy
4,783
+2,533
+113% +$407K ﹤0.01% 3109
2020
Q1 		$201K Buy
2,250
+2,067
+1,130% +$127K ﹤0.01% 4736
2019
Q4 		$7K Buy
183
+25
+16% +$752 ﹤0.01% 7305
2019
Q3 		$4K Sell
158
-142
-47% -$4.32K ﹤0.01% 7390
2019
Q2 		$11K Buy
300
+133
+80% +$5.28K ﹤0.01% 7278
2019
Q1 		$7K Sell
167
-491
-75% -$24.7K ﹤0.01% 7342
2018
Q4 		$32K Sell
658
-150
-19% -$9.11K ﹤0.01% 6573
2018
Q3 		$54K Sell
808
-159
-16% -$8.85K ﹤0.01% 6459
2018
Q2 		$45K Buy
967
+484
+100% +$26.7K ﹤0.01% 6367
2018
Q1 		$27K Buy
483
+175
+57% +$9.47K ﹤0.01% 6570
2017
Q4 		$15K Sell
308
-200
-39% -$12.4K ﹤0.01% 6865
2017
Q3 		$39K Sell
508
-84
-14% -$6.25K ﹤0.01% 6123
2017
Q2 		$56K Buy
592
+509
+613% +$43.5K ﹤0.01% 5708
2017
Q1 		$7K Sell
83
-309
-79% -$24.6K ﹤0.01% 6689
2016
Q4 		$33K Sell
392
-41
-9% -$3.71K ﹤0.01% 6330
2016
Q3 		$48K Sell
433
-242
-36% -$26.7K ﹤0.01% 5683
2016
Q2 		$75K Buy
675
+508
+304% +$61.7K ﹤0.01% 5308
2016
Q1 		$17K Buy
+167
New +$12.9K ﹤0.01% 6612

Other funds holding INO

Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup's INO Position: Q3 2026 in Review

Citigroup opened a new position in Inovio Pharmaceuticals (INO) in Q3 2026: 1,502 shares worth $1.83K. The stake represents ﹤0.01% of the portfolio and ranks #5495 among its holdings. This is a return to the name: Citigroup previously reported a position in INO as recently as Q3 2025.

Citigroup first reported a position in INO in Q2 2013 and has held it in 51 quarters since. The position peaked at $7.39M in Q2 2020. 38 funds tracked by Wall St. Rank hold INO as of Q3 2026.

  • Citigroup held 1,502 shares of Inovio Pharmaceuticals worth $1.83K as of Q3 2026.
  • Inovio Pharmaceuticals was a new Citigroup position in Q3 2026.
  • Inovio Pharmaceuticals made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #5495 holding.
  • Citigroup first reported a position in Inovio Pharmaceuticals in Q2 2013 and has held it in 51 quarters since.
  • Citigroup's Inovio Pharmaceuticals position peaked at $7.39M in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.