Root Financial Partners’s Inogen INGN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$701 Buy
+133
New +$782 ﹤0.01% 3100
2026
Q2
– Sell
-89
Closed -$550 – 1760
2026
Q1
$550 Buy
+89
New +$549 ﹤0.01% 2838

Other funds holding INGN

Root Financial Partners's INGN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Inogen (INGN) in Q3 2026: 133 shares worth $701. The stake represents ﹤0.01% of the portfolio and ranks #3100 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INGN as recently as Q1 2026.

Root Financial Partners first reported a position in INGN in Q1 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold INGN as of Q3 2026.

  • Root Financial Partners held 133 shares of Inogen worth $701 as of Q3 2026.
  • Inogen was a new Root Financial Partners position in Q3 2026.
  • Inogen made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3100 holding.
  • Root Financial Partners first reported a position in Inogen in Q1 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Inogen as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.