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EverSource Wealth Advisors’s Inovio Pharmaceuticals INO Stock Holding History

EverSource Wealth 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
2025
Q3 		– Sell
-40
Closed -$81 – 4402
2025
Q2 		$81 Sell
40
-156
-80% -$299 ﹤0.01% 4152
2025
Q1 		$319 Buy
196
+5
+3% +$10 ﹤0.01% 3591
2024
Q4 		$350 Hold
191
– – ﹤0.01% 3304
2024
Q3 		$1.1K Hold
191
– – ﹤0.01% 2705
2024
Q2 		$2.04K Hold
191
– – ﹤0.01% 2544
2024
Q1 		$2.19K Sell
191
-1
-0.5% -$9 ﹤0.01% 2351
2023
Q4 		$1.18K Buy
192
+88
+85% +$434 ﹤0.01% 2347
2023
Q3 		$484 Buy
+104
New +$574 ﹤0.01% 2377

Other funds holding INO

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's INO Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of Inovio Pharmaceuticals (INO) in Q3 2025, closing a stake of 40 shares — an estimated $81 sold.

EverSource Wealth Advisors first reported a position in INO in Q3 2023 and held it in 8 quarters. The position peaked at $2.19K in Q1 2024. 99 funds tracked by Wall St. Rank hold INO as of Q3 2025.

  • EverSource Wealth Advisors reported no remaining Inovio Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 40 Inovio Pharmaceuticals shares in Q3 2025, an estimated $81.
  • EverSource Wealth Advisors first reported a position in Inovio Pharmaceuticals in Q3 2023 and held it in 8 quarters.
  • EverSource Wealth Advisors's Inovio Pharmaceuticals position peaked at $2.19K in Q1 2024.
  • 99 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.