SWA
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Stratos Wealth Advisors’s Inogen INGN Stock Holding History

Stratos Wealth Advisors’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
2025
Q4 		– Sell
-14,768
Closed -$121K – 678
2025
Q3 		$121K Sell
14,768
-268
-2% -$2K 0.01% 661
2025
Q2 		$106K Sell
15,036
-127
-0.8% -$854 0.01% 656
2025
Q1 		$108K Hold
15,163
– – 0.01% 648
2024
Q4 		$139K Hold
15,163
– – 0.01% 691
2024
Q3 		$147K Buy
15,163
+203
+1% +$2.13K 0.01% 710
2024
Q2 		$122K Buy
+14,960
New +$116K 0.01% 682

Other funds holding INGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return