Whipplewood Advisors’s Inogen INGN Stock Holding History

Whipplewood 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 Q3	–	Sell	-98	Closed	-$689	–	728
2025 Q2	$689	Buy	98 +82	+513%	+$551	﹤0.01%	1080
2025 Q1	$1.07K	Buy	+16	New	+$151	﹤0.01%	1016

Other funds holding INGN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DCM

DAFNA Capital Management Los Angeles, California $524M AUM 164.42% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Whipplewood Advisors's INGN Position: Q3 2025 in Review

Whipplewood Advisors sold out of Inogen (INGN) in Q3 2025, closing a stake of 98 shares — an estimated $689 sold.

Whipplewood Advisors first reported a position in INGN in Q1 2025 and held it in 2 quarters. The position peaked at $1.07K in Q1 2025. 131 funds tracked by Wall St. Rank hold INGN as of Q3 2025.

Whipplewood Advisors reported no remaining Inogen position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 98 Inogen shares in Q3 2025, an estimated $689.
Whipplewood Advisors first reported a position in Inogen in Q1 2025 and held it in 2 quarters.
Whipplewood Advisors's Inogen position peaked at $1.07K in Q1 2025.
131 funds tracked by Wall St. Rank held Inogen as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.