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Wealthspire Advisors (New York)’s Inovio Pharmaceuticals INO Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-15
Closed -$36 – 1934
2025
Q3 		$36 Buy
+15
New +$29 ﹤0.01% 3027

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (New York)'s INO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Inovio Pharmaceuticals (INO) in Q4 2025, closing a stake of 15 shares — an estimated $36 sold.

Wealthspire Advisors (New York) first reported a position in INO in Q3 2025 and held it in 1 quarter. The position peaked at $36 in Q3 2025. 102 funds tracked by Wall St. Rank hold INO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Inovio Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 15 Inovio Pharmaceuticals shares in Q4 2025, an estimated $36.
  • Wealthspire Advisors (New York) first reported a position in Inovio Pharmaceuticals in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Inovio Pharmaceuticals position peaked at $36 in Q3 2025.
  • 102 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.