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Keystone Financial Group (Kentucky)’s Inovio Pharmaceuticals INO Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q3 		– Sell
-10,073
Closed -$20.5K – 455
2025
Q2 		$20.5K Hold
10,073
– – ﹤0.01% 427
2025
Q1 		$16.4K Hold
10,073
– – ﹤0.01% 393
2024
Q4 		$18.4K Hold
10,073
– – ﹤0.01% 389
2024
Q3 		$58.2K Sell
10,073
-15
-0.1% -$124 0.01% 367
2024
Q2 		$81.5K Sell
10,088
-219
-2% -$2.3K 0.03% 162
2024
Q1 		$143K Buy
10,307
+79
+0.8% +$682 0.02% 339
2023
Q4 		$62.6K Buy
10,228
+1,070
+12% +$5.28K 0.01% 294
2023
Q3 		$42.8K Buy
9,158
+292
+3% +$1.61K 0.01% 298
2023
Q2 		$47.5K Buy
+8,866
New +$71.5K 0.01% 299
2022
Q4 		$155K Buy
8,274
+2,102
+34% +$47.6K 0.03% 270
2022
Q3 		$128K Sell
6,172
-9
-0.1% -$230 0.03% 276
2022
Q2 		$128K Buy
6,181
+146
+2% +$4.12K 0.03% 283
2022
Q1 		$260K Buy
6,035
+500
+9% +$22.5K 0.04% 250
2021
Q4 		$331K Buy
5,535
+271
+5% +$21.7K 0.05% 223
2021
Q3 		$452K Buy
5,264
+205
+4% +$20.6K 0.08% 175
2021
Q2 		$563K Buy
5,059
+371
+8% +$35.6K 0.1% 151
2021
Q1 		$522K Buy
4,688
+1,432
+44% +$188K 0.1% 151
2020
Q4 		$346K Buy
3,256
+550
+20% +$73.2K 0.07% 178
2020
Q3 		$377K Buy
+2,706
New +$564K 0.09% 157

Other funds holding INO

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s INO Position: Q3 2025 in Review

Keystone Financial Group (Kentucky) sold out of Inovio Pharmaceuticals (INO) in Q3 2025, closing a stake of 10,073 shares — an estimated $20.5K sold.

Keystone Financial Group (Kentucky) first reported a position in INO in Q3 2020 and held it in 19 quarters. The position peaked at $563K in Q2 2021. 99 funds tracked by Wall St. Rank hold INO as of Q3 2025.

  • Keystone Financial Group (Kentucky) reported no remaining Inovio Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 10,073 Inovio Pharmaceuticals shares in Q3 2025, an estimated $20.5K.
  • Keystone Financial Group (Kentucky) first reported a position in Inovio Pharmaceuticals in Q3 2020 and held it in 19 quarters.
  • Keystone Financial Group (Kentucky)'s Inovio Pharmaceuticals position peaked at $563K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2025, filed 14 Nov 2025.