TOCQUEVILLE ASSET MANAGEMENT L.P. INGN INOGEN INC

Ownership history in TOCQUEVILLE ASSET MANAGEMENT L.P.  ·  24 quarters on record

AI Ownership Summary

TOCQUEVILLE ASSET MANAGEMENT L.P. reported INOGEN INC (INGN) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows INGN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INGN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOCQUEVILLE ASSET MANAGEMENT L.P.'s position in INOGEN INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

INGN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOCQUEVILLE ASSET MANAGEMENT L.P. held INGN — position size vs. price
% of Fund (quarterly)    INGN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 93,350 0% 0.01% $577K 2026-05-12 $6.68
2025 Q4 ADDED 93,350 +5,500 +6.3% 0.01% $627K 2026-02-12 $5.79
2025 Q3 UNCHANGED 87,850 0% 0.01% $718K 2025-11-13 $6.88
2025 Q2 UNCHANGED 87,850 0% 0.01% $618K 2025-08-12 $7.58
2025 Q1 UNCHANGED 87,850 0% 0.01% $626K 2025-05-13 $6.14
2024 Q4 UNCHANGED 87,850 0% 0.01% $806K 2025-02-10 $10.61
2024 Q3 REDUCED 5.9% -6.1% 87,850 -5,500 -5.9% 0.01% $852K 2024-11-08 $11.09
2024 Q2 UNCHANGED 93,350 0% 0.01% $759K 2024-08-12 $11.79
2024 Q1 ADDED 93,350 +20,000 +27.3% 0.01% $753K 2024-05-09 $8.69
2023 Q4 REDUCED 11.5% +37.3% 73,350 -9,500 -11.5% 0.01% $403K 2024-02-12 $8.71
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOCQUEVILLE ASSET MANAGEMENT L.P. and INGN

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOCQUEVILLE ASSET MANAGEMENT L.P. reported owning INGN?

TOCQUEVILLE ASSET MANAGEMENT L.P. reported INGN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported INGN position in TOCQUEVILLE ASSET MANAGEMENT L.P.'s portfolio?

The largest reported portfolio weight for INGN was 0.01% in 2024 Q3.

What is the latest reported INGN position on this page?

The most recent filing on this page is 2026 Q1, when TOCQUEVILLE ASSET MANAGEMENT L.P. reported 93,350 shares, equal to 0.01% of portfolio, with an estimated market value of $577K.

What does the chart on this INGN ownership page compare?

The chart compares TOCQUEVILLE ASSET MANAGEMENT L.P.'s quarterly INGN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TOCQUEVILLE ASSET MANAGEMENT L.P. time their INGN position?

Based on 13F filing dates vs. subsequent INGN price moves, TOCQUEVILLE ASSET MANAGEMENT L.P. correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on INGN relative to SPY over the holding period was -31.3%.

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