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Legacy Wealth Management (Idaho)’s Inovio Pharmaceuticals INO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-1,356
Closed -$2.36K – 551
2026
Q1 		$2.36K Hold
1,356
– – ﹤0.01% 750
2025
Q4 		$2.36K Hold
1,356
– – ﹤0.01% 648
2025
Q3 		$3.17K Buy
+1,356
New +$2.6K ﹤0.01% 486

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

Legacy Wealth Management (Idaho)'s INO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Inovio Pharmaceuticals (INO) in Q2 2026, closing a stake of 1,356 shares — an estimated $2.36K sold.

Legacy Wealth Management (Idaho) first reported a position in INO in Q3 2025 and held it in 3 quarters. The position peaked at $3.17K in Q3 2025. 102 funds tracked by Wall St. Rank hold INO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Inovio Pharmaceuticals position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,356 Inovio Pharmaceuticals shares in Q2 2026, an estimated $2.36K.
  • Legacy Wealth Management (Idaho) first reported a position in Inovio Pharmaceuticals in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s Inovio Pharmaceuticals position peaked at $3.17K in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.