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Kiely Wealth Advisory Group’s Inogen INGN Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$138 Hold
13
– – ﹤0.01% 310
2024
Q3 		$137 Hold
13
– – ﹤0.01% 311
2024
Q2 		$153 Hold
13
– – ﹤0.01% 299
2024
Q1 		$89 Hold
13
– – ﹤0.01% 281
2023
Q4 		$75 Buy
+13
New +$69 ﹤0.01% 265

Other funds holding INGN

CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Kiely Wealth Advisory Group's INGN Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Inogen (INGN) position steady in Q4 2024 at 13 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Kiely Wealth Advisory Group first reported a position in INGN in Q4 2023 and has held it in 5 quarters since. The position peaked at $153 in Q2 2024. 136 funds tracked by Wall St. Rank hold INGN as of Q4 2024.

  • Kiely Wealth Advisory Group held 13 shares of Inogen worth $138 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Inogen share count unchanged in Q4 2024.
  • Inogen made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #310 holding.
  • Kiely Wealth Advisory Group first reported a position in Inogen in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Inogen position peaked at $153 in Q2 2024.
  • 136 funds tracked by Wall St. Rank held Inogen as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.