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Concurrent Investment Advisors’s Inovio Pharmaceuticals INO Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-36,011
Closed -$62.7K – 1984
2025
Q4 		$62.7K Sell
36,011
-20,000
-36% -$44.1K ﹤0.01% 1734
2025
Q3 		$131K Hold
56,011
– – ﹤0.01% 1401
2025
Q2 		$114K Buy
56,011
+1,000
+2% +$1.92K ﹤0.01% 1319
2025
Q1 		$89.7K Buy
+55,011
New +$110K ﹤0.01% 1183

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concurrent Investment Advisors's INO Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Inovio Pharmaceuticals (INO) in Q1 2026, closing a stake of 36,011 shares — an estimated $62.7K sold.

Concurrent Investment Advisors first reported a position in INO in Q1 2025 and held it in 4 quarters. The position peaked at $131K in Q3 2025. 100 funds tracked by Wall St. Rank hold INO as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Inovio Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 36,011 Inovio Pharmaceuticals shares in Q1 2026, an estimated $62.7K.
  • Concurrent Investment Advisors first reported a position in Inovio Pharmaceuticals in Q1 2025 and held it in 4 quarters.
  • Concurrent Investment Advisors's Inovio Pharmaceuticals position peaked at $131K in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.