Root Financial Partners
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Root Financial Partners’s Inovio Pharmaceuticals INO Stock Holding History

Root Financial Partners’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$256 Buy
+210
New +$234 ﹤0.01% 3448
2026
Q2 		– Sell
-208
Closed -$362 – 1765
2026
Q1 		$362 Hold
208
– – ﹤0.01% 2974
2025
Q4 		$362 Hold
208
– – ﹤0.01% 2246
2025
Q3 		$487 Buy
+208
New +$398 ﹤0.01% 2154

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LexAurum Advisors
LexAurum Advisors Overland Park, Kansas $893M AUM
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mayflower Financial Advisors
Mayflower Financial Advisors Boston, Massachusetts $1.18B AUM 15.56% 1-Year Est. Return

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

Root Financial Partners opened a new position in Inovio Pharmaceuticals (INO) in Q3 2026: 210 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #3448 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INO as recently as Q1 2026.

Root Financial Partners first reported a position in INO in Q3 2025 and has held it in 4 quarters since. The position peaked at $487 in Q3 2025. 51 funds tracked by Wall St. Rank hold INO as of Q3 2026.

  • Root Financial Partners held 210 shares of Inovio Pharmaceuticals worth $256 as of Q3 2026.
  • Inovio Pharmaceuticals was a new Root Financial Partners position in Q3 2026.
  • Inovio Pharmaceuticals made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3448 holding.
  • Root Financial Partners first reported a position in Inovio Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Inovio Pharmaceuticals position peaked at $487 in Q3 2025.
  • 51 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2026.

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