Abound Wealth Management’s NeoGenomics NEO Stock Holding History

Abound Wealth Management’s Portfolio NEO Stock Details NEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132	Hold	9	–	–	﹤0.01%	1223
2026 Q1	$67	Hold	9	–	–	﹤0.01%	1461
2025 Q4	$106	Hold	9	–	–	﹤0.01%	1374
2025 Q3	$70	Hold	9	–	–	﹤0.01%	1331
2025 Q2	$66	Hold	9	–	–	﹤0.01%	1278
2025 Q1	$86	Sell	9 -3	-25%	-$37	﹤0.01%	1243
2024 Q4	$198	Hold	12	–	–	﹤0.01%	1075
2024 Q3	$177	Sell	12 -2	-14%	-$31	﹤0.01%	1230
2024 Q2	$195	Sell	14 -3	-18%	-$43	﹤0.01%	1108
2024 Q1	$268	Hold	17	–	–	﹤0.01%	1171
2023 Q4	$276	Hold	17	–	–	﹤0.01%	1200
2023 Q3	$210	Hold	17	–	–	﹤0.01%	1096
2023 Q2	$274	Buy	+17	New	+$280	﹤0.01%	1089

Other funds holding NEO

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

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Abound Wealth Management's NEO Position: Q2 2026 in Review

Abound Wealth Management held its NeoGenomics (NEO) position steady in Q2 2026 at 9 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Abound Wealth Management first reported a position in NEO in Q2 2023 and has held it in 13 quarters since. The position peaked at $276 in Q4 2023. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Abound Wealth Management held 9 shares of NeoGenomics worth $132 as of Q2 2026.
Abound Wealth Management left its NeoGenomics share count unchanged in Q2 2026.
NeoGenomics made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1223 holding.
Abound Wealth Management first reported a position in NeoGenomics in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's NeoGenomics position peaked at $276 in Q4 2023.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.