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Essential Partners’s Inogen INGN Stock Holding History

Essential Partners’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
Q3 		$4.86K Sell
922
-409
-31% -$2.4K ﹤0.01% 1525
2026
Q2 		$8.59K Buy
1,331
+458
+52% +$3.03K ﹤0.01% 1292
2026
Q1 		$5.39K Sell
873
-122
-12% -$753 ﹤0.01% 1538
2025
Q4 		$6.69K Sell
995
-195
-16% -$1.46K ﹤0.01% 1314
2025
Q3 		$9.72K Buy
1,190
+86
+8% +$643 ﹤0.01% 1162
2025
Q2 		$7.76K Buy
+1,104
New +$7.42K ﹤0.01% 919

Other funds holding INGN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's INGN Position: Q3 2026 in Review

Essential Partners reduced its Inogen (INGN) stake by 31% in Q3 2026, selling an estimated $2.4K and leaving 922 shares worth $4.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Essential Partners first reported a position in INGN in Q2 2025 and has held it in 6 quarters since. The position peaked at $9.72K in Q3 2025. 7 funds tracked by Wall St. Rank hold INGN as of Q3 2026.

  • Essential Partners held 922 shares of Inogen worth $4.86K as of Q3 2026.
  • Essential Partners sold 409 Inogen shares in Q3 2026, an estimated $2.4K.
  • Inogen made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1525 holding.
  • Essential Partners first reported a position in Inogen in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Inogen position peaked at $9.72K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Inogen as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.