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Private Wealth Management Group’s Inogen INGN Stock Holding History

Private Wealth Management 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
2026
Q1 		– Sell
-566
Closed -$3.8K – 1499
2025
Q4 		$3.8K Hold
566
– – ﹤0.01% 882
2025
Q3 		$4.63K Hold
566
– – ﹤0.01% 820
2025
Q2 		$3.98K Sell
566
-148
-21% -$995 ﹤0.01% 847
2025
Q1 		$5.09K Sell
714
-105
-13% -$991 ﹤0.01% 721
2024
Q4 		$7.51K Sell
819
-88
-10% -$823 ﹤0.01% 584
2024
Q3 		$8.8K Hold
907
– – ﹤0.01% 493
2024
Q2 		$7.37K Sell
907
-204
-18% -$1.58K ﹤0.01% 550
2024
Q1 		$8.97K Hold
1,111
– – ﹤0.01% 441
2023
Q4 		$6.1K Buy
+1,111
New +$5.87K ﹤0.01% 562

Other funds holding INGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AC
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
DCM
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return