Wellington Management Group
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Wellington Management Group’s Inovio Pharmaceuticals INO Stock Holding History

Wellington Management Group’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
2024
Q4 		– Sell
-65,633
Closed -$379K – 1987
2024
Q3 		$379K Buy
+65,633
New +$541K ﹤0.01% 1848
2018
Q4 		– Sell
-6,600
Closed -$440K – 2117
2018
Q3 		$440K Buy
6,600
+4,186
+173% +$233K ﹤0.01% 2069
2018
Q2 		$114K Buy
+2,414
New +$133K ﹤0.01% 2206

Other funds holding INO

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Stonepine Capital Management Bend, Oregon $250M AUM 77.6% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's INO Position: Q4 2024 in Review

Wellington Management Group sold out of Inovio Pharmaceuticals (INO) in Q4 2024, closing a stake of 65,633 shares — an estimated $379K sold.

Wellington Management Group first reported a position in INO in Q2 2018 and held it in 3 quarters. The position peaked at $440K in Q3 2018. 104 funds tracked by Wall St. Rank hold INO as of Q4 2024.

  • Wellington Management Group reported no remaining Inovio Pharmaceuticals position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 65,633 Inovio Pharmaceuticals shares in Q4 2024, an estimated $379K.
  • Wellington Management Group first reported a position in Inovio Pharmaceuticals in Q2 2018 and held it in 3 quarters.
  • Wellington Management Group's Inovio Pharmaceuticals position peaked at $440K in Q3 2018.
  • 104 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.