Greenwich Wealth Management LLC

Position in INO — Inovio Pharmaceuticals, Inc.

CIK 1439805 GREENWICH, CT

Position in INO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$35,198

-$8,126 QoQ

Shares Held

31,999

+28.5% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#35

of 102 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Greenwich Wealth Management LLC holds $13,031,117 across 5 Biotechnology names. INO ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REGN	Regeneron Pharmaceuticals, Inc.	16,094	$10,035,252
2	PRME	Prime Medicine, Inc.	768,001	$2,833,923
3	ANVS	Annovis Bio, Inc.	48,400	$90,024
4	AGEN	Agenus Inc	12,000	$36,720
5	INO	Inovio Pharmaceuticals, Inc. This page	31,999	$35,198

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,198	31,999	+28.5%	Shares	Sole	2026-08-12
2026-03-31	$43,324	24,899	+3.8%	Shares	Sole	2026-05-12
2025-12-31	$41,758	23,999	+17.6%	Shares	Sole	2026-02-10
2025-09-30	$47,733	20,399	-33.3%	Shares	Sole	2025-11-12
2023-12-31	$15,595	30,580	-13.4%	Shares	Sole	2024-02-01
2023-09-30	$13,766	35,300	+5.4%	Shares	Sole	2023-11-07
2023-06-30	$15,074	33,500	+59.5%	Shares	Sole	2023-07-31
2023-03-31	$17,219	21,000	+12.3%	Shares	Sole	2023-04-24
2022-12-31	$29,171	18,700	-39.9%	Shares	Sole	2023-02-06
2022-09-30	$53,802	31,100	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$53,024	30,650	0.0%	Shares	Sole	2022-08-08
2022-03-31	$110,033	30,650	+6.2%	Shares	Sole	2022-05-11
2021-12-31	$143,966	28,851	-17.5%	Shares	Sole	2022-01-28
2021-09-30	$250,249	34,951	+35.2%	Shares	Sole	2021-10-19
2021-06-30	$239,638	25,851	+10.7%	Shares	Sole	2021-07-27
2021-03-31	$216,697	23,351	+93.8%	Shares	Sole	2021-05-06
2020-12-31	$106,651	12,051	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.