Mission Wealth Management’s Inogen INGN Stock Holding History

Mission 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
2026 Q1	–	Sell	-40,795	Closed	-$274K	–	753
2025 Q4	$274K	Sell	40,795 -300	-0.7%	-$2.25K	0.01%	631
2025 Q3	$336K	Hold	41,095	–	–	0.01%	578
2025 Q2	$289K	Hold	41,095	–	–	0.01%	587
2025 Q1	$293K	Hold	41,095	–	–	0.01%	558
2024 Q4	$377K	Hold	41,095	–	–	0.01%	500
2024 Q3	$399K	Hold	41,095	–	–	0.01%	477
2024 Q2	$334K	Sell	41,095 -225	-0.5%	-$1.74K	0.01%	511
2024 Q1	$333K	Sell	41,320 -35,315	-46%	-$250K	0.01%	528
2023 Q4	$421K	Hold	76,635	–	–	0.01%	411
2023 Q3	$400K	Hold	76,635	–	–	0.02%	389
2023 Q2	$885K	Hold	76,635	–	–	0.03%	243
2023 Q1	$956K	Hold	76,635	–	–	0.04%	222
2022 Q4	$1.51M	Buy	76,635 +40,795	+114%	+$878K	0.07%	149
2022 Q3	$870K	Sell	35,840 -140	-0.4%	-$3.87K	0.05%	205
2022 Q2	$870K	Hold	35,980	–	–	0.05%	215
2022 Q1	$1.17M	Hold	35,980	–	–	0.05%	174
2021 Q4	$1.22M	Buy	35,980 +140	+0.4%	+$5.09K	0.06%	173
2021 Q3	$1.54M	Buy	+35,840	New	+$2.2M	0.08%	129

Other funds holding INGN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return