EverSource Wealth Advisors’s Inogen INGN Stock Holding History

EverSource Wealth 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	$10.9K	Buy	1,693 +684	+68%	+$4.53K	﹤0.01%	2860
2026 Q1	$6.24K	Buy	1,009 +95	+10%	+$586	﹤0.01%	3161
2025 Q4	$6.14K	Sell	914 -111	-11%	-$833	﹤0.01%	3037
2025 Q3	$8.37K	Sell	1,025 -111	-10%	-$830	﹤0.01%	2910
2025 Q2	$7.99K	Buy	1,136 +677	+147%	+$4.55K	﹤0.01%	2954
2025 Q1	$3.27K	Buy	459 +27	+6%	+$255	﹤0.01%	2694
2024 Q4	$3.96K	Buy	432 +134	+45%	+$1.25K	﹤0.01%	2449
2024 Q3	$2.89K	Hold	298	–	–	﹤0.01%	2420
2024 Q2	$2.76K	Hold	298	–	–	﹤0.01%	2443
2024 Q1	$2.03K	Hold	298	–	–	﹤0.01%	2381
2023 Q4	$1.64K	Buy	298 +119	+66%	+$629	﹤0.01%	2233
2023 Q3	$934	Buy	+179	New	+$1.27K	﹤0.01%	2256
2022 Q4	–	Sell	-59	Closed	-$1K	–	2361
2022 Q3	$1K	Buy	+59	New	+$1.63K	﹤0.01%	1831
2022 Q2	–	Sell	-62	Closed	-$2K	–	1792
2022 Q1	$2K	Buy	+62	New	+$1.95K	﹤0.01%	1532

Other funds holding INGN

PLC

Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 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

MAM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

nVerses Capital Wellington, Florida $65M AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

EverSource Wealth Advisors's INGN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Inogen (INGN) stake by 68% in Q2 2026, buying an estimated $4.53K and bringing the position to 1,693 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

EverSource Wealth Advisors first reported a position in INGN in Q1 2022 and has held it in 14 quarters since. 24 funds tracked by Wall St. Rank hold INGN as of Q2 2026.

EverSource Wealth Advisors held 1,693 shares of Inogen worth $10.9K as of Q2 2026.
EverSource Wealth Advisors bought 684 Inogen shares in Q2 2026, an estimated $4.53K.
Inogen made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2860 holding.
EverSource Wealth Advisors first reported a position in Inogen in Q1 2022 and has held it in 14 quarters since.
24 funds tracked by Wall St. Rank held Inogen as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.