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	–	752
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	–	–	0.01%	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 $6.73T AUM 46.02% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mission Wealth Management's INGN Position: Q1 2026 in Review

Mission Wealth Management sold out of Inogen (INGN) in Q1 2026, closing a stake of 40,795 shares — an estimated $274K sold.

Mission Wealth Management first reported a position in INGN in Q3 2021 and held it in 18 quarters. The position peaked at $1.54M in Q3 2021. 126 funds tracked by Wall St. Rank hold INGN as of Q1 2026.

Mission Wealth Management reported no remaining Inogen position as of Q1 2026 after selling out during the quarter.
Mission Wealth Management sold 40,795 Inogen shares in Q1 2026, an estimated $274K.
Mission Wealth Management first reported a position in Inogen in Q3 2021 and held it in 18 quarters.
Mission Wealth Management's Inogen position peaked at $1.54M in Q3 2021.
126 funds tracked by Wall St. Rank held Inogen as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.