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Integrated Wealth Concepts’s Inogen INGN Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$108K Buy
16,728
+2,585
+18% +$17.1K ﹤0.01% 2308
2026
Q1 		$87.4K Buy
14,143
+2,445
+21% +$15.1K ﹤0.01% 2191
2025
Q4 		$78.6K Sell
11,698
-610
-5% -$4.58K ﹤0.01% 1572
2025
Q3 		$101K Buy
12,308
+10
+0.1% +$75 ﹤0.01% 1915
2025
Q2 		$86.5K Buy
12,298
+338
+3% +$2.27K ﹤0.01% 1841
2025
Q1 		$85.3K Buy
+11,960
New +$113K ﹤0.01% 1687

Other funds holding INGN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DCM
DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's INGN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Inogen (INGN) stake by 18% in Q2 2026, buying an estimated $17.1K and bringing the position to 16,728 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

Integrated Wealth Concepts first reported a position in INGN in Q1 2025 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold INGN as of Q2 2026.

  • Integrated Wealth Concepts held 16,728 shares of Inogen worth $108K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,585 Inogen shares in Q2 2026, an estimated $17.1K.
  • Inogen made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2308 holding.
  • Integrated Wealth Concepts first reported a position in Inogen in Q1 2025 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held Inogen as of Q2 2026.

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