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GWM
Greenwich Wealth Management’s
Inovio Pharmaceuticals
INO
Stock Holding History
Greenwich Wealth Management’s Portfolio
INO Stock Details
INO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$43K
Buy
24,899
+900
+4%
+$1.48K
﹤0.01%
303
2025
Q4
$42K
Buy
23,999
+3,600
+18%
+$7.93K
﹤0.01%
284
2025
Q3
$48K
Buy
+20,399
New
+$39.1K
﹤0.01%
274
2024
Q1
–
Sell
-2,548
Closed
-$16K
–
248
2023
Q4
$16K
Sell
2,548
-394
-13%
-$1.95K
﹤0.01%
231
2023
Q3
$14K
Buy
2,942
+150
+5%
+$829
﹤0.01%
226
2023
Q2
$15K
Buy
2,792
+1,042
+60%
+$8.4K
﹤0.01%
235
2023
Q1
$17K
Buy
1,750
+192
+12%
+$3.27K
﹤0.01%
234
2022
Q4
$29K
Sell
1,558
-1,034
-40%
-$23.4K
﹤0.01%
234
2022
Q3
$54K
Buy
2,592
+38
+1%
+$973
0.01%
229
2022
Q2
$53K
Hold
2,554
–
–
0.01%
228
2022
Q1
$110K
Buy
2,554
+150
+6%
+$6.76K
0.01%
231
2021
Q4
$144K
Sell
2,404
-509
-17%
-$40.8K
0.01%
238
2021
Q3
$250K
Buy
2,913
+759
+35%
+$76.2K
0.02%
207
2021
Q2
$240K
Buy
2,154
+208
+11%
+$20K
0.02%
195
2021
Q1
$217K
Buy
1,946
+942
+94%
+$124K
0.02%
185
2020
Q4
$107K
Buy
+1,004
New
+$134K
0.01%
191
2019
Q4
–
Sell
-892
Closed
-$22K
–
192
2019
Q3
$22K
Buy
+892
New
+$27.1K
﹤0.01%
179
Other funds holding INO
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Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
BCM
Boxer Capital Management
San Diego, California
$762M AUM
1,125.36%
1-Year Est. Return
D.E. Shaw & Co
New York
$166B AUM
43.98%
1-Year Est. Return
ACM
ADAR1 Capital Management
Austin, Texas
$1.7B AUM
340.85%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
EP
Eversept Partners
New York
$1.9B AUM
121.13%
1-Year Est. Return
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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