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True Wealth Design’s Inogen INGN Stock Holding History

True Wealth Design’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
Q3 		$132 Sell
25
-213
-89% -$1.25K ﹤0.01% 2409
2026
Q2 		$1.54K Buy
238
+150
+170% +$993 ﹤0.01% 1811
2026
Q1 		$544 Buy
88
+40
+83% +$247 ﹤0.01% 2021
2025
Q4 		$323 Sell
48
-2
-4% -$15 ﹤0.01% 2097
2025
Q3 		$409 Sell
50
-69
-58% -$516 ﹤0.01% 2070
2025
Q2 		$837 Buy
119
+107
+892% +$720 ﹤0.01% 1536
2025
Q1 		$86 Sell
12
-199
-94% -$1.88K ﹤0.01% 2245
2024
Q4 		$1.94K Buy
+211
New +$1.97K ﹤0.01% 747

Other funds holding INGN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's INGN Position: Q3 2026 in Review

True Wealth Design reduced its Inogen (INGN) stake by 89% in Q3 2026, selling an estimated $1.25K and leaving 25 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

True Wealth Design first reported a position in INGN in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.94K in Q4 2024. 7 funds tracked by Wall St. Rank hold INGN as of Q3 2026.

  • True Wealth Design held 25 shares of Inogen worth $132 as of Q3 2026.
  • True Wealth Design sold 213 Inogen shares in Q3 2026, an estimated $1.25K.
  • Inogen made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2409 holding.
  • True Wealth Design first reported a position in Inogen in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Inogen position peaked at $1.94K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Inogen as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.