Clearstead Advisors’s Inogen INGN Stock Holding History

Clearstead 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
2026 Q2	$233	Buy	36 +8	+29%	+$53	﹤0.01%	3157
2026 Q1	$174	Hold	28	–	–	﹤0.01%	2176
2025 Q4	$189	Hold	28	–	–	﹤0.01%	2433
2025 Q3	$229	Sell	28 -5	-15%	-$37	﹤0.01%	2845
2025 Q2	$232	Buy	33 +5	+18%	+$34	﹤0.01%	2559
2025 Q1	$200	Hold	28	–	–	﹤0.01%	2128
2024 Q4	$257	Hold	28	–	–	﹤0.01%	2022
2024 Q3	$272	Hold	28	–	–	﹤0.01%	1983
2024 Q2	$228	Hold	28	–	–	﹤0.01%	1971
2024 Q1	$247	Hold	28	–	–	﹤0.01%	1488
2023 Q4	$154	Sell	28 -28	-50%	-$148	﹤0.01%	1489
2023 Q3	$294	Buy	56 +28	+100%	+$199	﹤0.01%	1491
2023 Q2	$324	Hold	28	–	–	﹤0.01%	1329
2023 Q1	$350	Hold	28	–	–	﹤0.01%	1325
2022 Q4	$552	Hold	28	–	–	﹤0.01%	1223
2022 Q3	$1K	Hold	28	–	–	﹤0.01%	1160
2022 Q2	$1K	Hold	28	–	–	﹤0.01%	1190
2022 Q1	$1K	Buy	+28	New	+$880	﹤0.01%	1295

Other funds holding INGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Clearstead Advisors's INGN Position: Q2 2026 in Review

Clearstead Advisors increased its Inogen (INGN) stake by 29% in Q2 2026, buying an estimated $53 and bringing the position to 36 shares worth $233. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Clearstead Advisors first reported a position in INGN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1K in Q3 2022. 41 funds tracked by Wall St. Rank hold INGN as of Q2 2026.

Clearstead Advisors held 36 shares of Inogen worth $233 as of Q2 2026.
Clearstead Advisors bought 8 Inogen shares in Q2 2026, an estimated $53.
Inogen made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3157 holding.
Clearstead Advisors first reported a position in Inogen in Q1 2022 and has held it in 18 quarters since.
Clearstead Advisors's Inogen position peaked at $1K in Q3 2022.
41 funds tracked by Wall St. Rank held Inogen as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.