True Wealth Design’s Inovio Pharmaceuticals INO Stock Holding History

True Wealth Design’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
2025 Q3	–	Sell	-15	Closed	-$31	–	2799
2025 Q2	$31	Buy	+15	New	+$29	﹤0.01%	2464
2023 Q2	–	Sell	-167	Closed	-$1.64K	–	832
2023 Q1	$1.64K	Hold	167	–	–	﹤0.01%	349
2022 Q4	$3.12K	Buy	+167	New	+$3.79K	﹤0.01%	275

Other funds holding INO

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

True Wealth Design's INO Position: Q3 2025 in Review

True Wealth Design sold out of Inovio Pharmaceuticals (INO) in Q3 2025, closing a stake of 15 shares — an estimated $31 sold.

True Wealth Design first reported a position in INO in Q4 2022 and held it in 3 quarters. The position peaked at $3.12K in Q4 2022. 99 funds tracked by Wall St. Rank hold INO as of Q3 2025.

True Wealth Design reported no remaining Inovio Pharmaceuticals position as of Q3 2025 after selling out during the quarter.
True Wealth Design sold 15 Inovio Pharmaceuticals shares in Q3 2025, an estimated $31.
True Wealth Design first reported a position in Inovio Pharmaceuticals in Q4 2022 and held it in 3 quarters.
True Wealth Design's Inovio Pharmaceuticals position peaked at $3.12K in Q4 2022.
99 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.