Geneos Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Geneos Wealth Management’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
2021 Q4	–	Sell	-63	Closed	-$5K	–	2820
2021 Q3	$5K	Sell	63 -41	-39%	-$4.11K	﹤0.01%	2449
2021 Q2	$11K	Sell	104 -109	-51%	-$10.5K	﹤0.01%	2164
2021 Q1	$17K	Hold	213	–	–	﹤0.01%	2153
2020 Q4	$11K	Buy	213 +150	+238%	+$20K	﹤0.01%	2181
2020 Q3	$12K	Sell	63 -16	-20%	-$3.34K	﹤0.01%	1877
2020 Q2	$28K	Buy	79 +62	+365%	+$9.96K	﹤0.01%	1469
2020 Q1	$1K	Sell	17 -8	-32%	-$493	﹤0.01%	2379
2019 Q4	$1K	Buy	+25	New	+$752	﹤0.01%	2474
2019 Q2	–	Sell	-25	Closed	-$1K	–	2510
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	2327
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	2308
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	2348
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	2194
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	2103
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	2106
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	2051
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	1932
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	1990
2016 Q4	$2K	Sell	25 -2	-7%	-$181	﹤0.01%	1867
2016 Q3	$3K	Hold	27	–	–	﹤0.01%	1698
2016 Q2	$3K	Sell	27 -42	-61%	-$5.1K	﹤0.01%	1618
2016 Q1	$7K	Buy	+69	New	+$5.33K	﹤0.01%	1414

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's INO Position: Q4 2021 in Review

Geneos Wealth Management sold out of Inovio Pharmaceuticals (INO) in Q4 2021, closing a stake of 63 shares — an estimated $5K sold.

Geneos Wealth Management first reported a position in INO in Q1 2016 and held it in 21 quarters. The position peaked at $28K in Q2 2020. 208 funds tracked by Wall St. Rank hold INO as of Q4 2021.

Geneos Wealth Management reported no remaining Inovio Pharmaceuticals position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 63 Inovio Pharmaceuticals shares in Q4 2021, an estimated $5K.
Geneos Wealth Management first reported a position in Inovio Pharmaceuticals in Q1 2016 and held it in 21 quarters.
Geneos Wealth Management's Inovio Pharmaceuticals position peaked at $28K in Q2 2020.
208 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.