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Greenwich Wealth Management’s Inovio Pharmaceuticals INO Stock Holding History

Greenwich 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
2026
Q2 		$35K Buy
31,999
+7,100
+29% +$8.43K ﹤0.01% 295
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Greenwich Wealth Management's INO Position: Q2 2026 in Review

Greenwich Wealth Management increased its Inovio Pharmaceuticals (INO) stake by 29% in Q2 2026, buying an estimated $8.43K and bringing the position to 31,999 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Greenwich Wealth Management first reported a position in INO in Q3 2019 and has held it in 18 quarters since. The position peaked at $250K in Q3 2021. 102 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Greenwich Wealth Management held 31,999 shares of Inovio Pharmaceuticals worth $35K as of Q2 2026.
  • Greenwich Wealth Management bought 7,100 Inovio Pharmaceuticals shares in Q2 2026, an estimated $8.43K.
  • Inovio Pharmaceuticals made up ﹤0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Greenwich Wealth Management first reported a position in Inovio Pharmaceuticals in Q3 2019 and has held it in 18 quarters since.
  • Greenwich Wealth Management's Inovio Pharmaceuticals position peaked at $250K in Q3 2021.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.