HWM
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HighMark Wealth Management’s Inogen INGN Stock Holding History

HighMark Wealth Management’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
2025
Q4 		– Sell
-2,200
Closed -$18K – 622
2025
Q3 		$18K Hold
2,200
– – 0.01% 244
2025
Q2 		$15.5K Hold
2,200
– – 0.01% 259
2025
Q1 		$15.7K Hold
2,200
– – 0.01% 223
2024
Q4 		$20.2K Hold
2,200
– – 0.01% 200
2024
Q3 		$21.3K Buy
+2,200
New +$23.1K 0.01% 199

Other funds holding INGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HighMark Wealth Management's INGN Position: Q4 2025 in Review

HighMark Wealth Management sold out of Inogen (INGN) in Q4 2025, closing a stake of 2,200 shares — an estimated $18K sold.

HighMark Wealth Management first reported a position in INGN in Q3 2024 and held it in 5 quarters. The position peaked at $21.3K in Q3 2024. 133 funds tracked by Wall St. Rank hold INGN as of Q4 2025.

  • HighMark Wealth Management reported no remaining Inogen position as of Q4 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 2,200 Inogen shares in Q4 2025, an estimated $18K.
  • HighMark Wealth Management first reported a position in Inogen in Q3 2024 and held it in 5 quarters.
  • HighMark Wealth Management's Inogen position peaked at $21.3K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Inogen as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.