Root Financial Partners’s Inogen INGN Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-89	Closed	-$550	–	1760
2026 Q1	$550	Buy	+89	New	+$549	﹤0.01%	2838

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DCM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Root Financial Partners's INGN Position: Q2 2026 in Review

Root Financial Partners sold out of Inogen (INGN) in Q2 2026, closing a stake of 89 shares — an estimated $550 sold.

Root Financial Partners first reported a position in INGN in Q1 2026 and held it in 1 quarter. The position peaked at $550 in Q1 2026. 129 funds tracked by Wall St. Rank hold INGN as of Q2 2026.

Root Financial Partners reported no remaining Inogen position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 89 Inogen shares in Q2 2026, an estimated $550.
Root Financial Partners first reported a position in Inogen in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Inogen position peaked at $550 in Q1 2026.
129 funds tracked by Wall St. Rank held Inogen as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.