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AE Wealth Management’s NeoGenomics NEO Stock Holding History

AE 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 		$161K Buy
+11,057
New +$107K ﹤0.01% 1777
2024
Q1 		– Sell
-24,918
Closed -$389K – 1691
2023
Q4 		$389K Sell
24,918
-11,913
-32% -$195K ﹤0.01% 1581
2023
Q3 		$453K Buy
36,831
+4,646
+14% +$69.1K ﹤0.01% 1429
2023
Q2 		$517K Buy
+32,185
New +$530K ﹤0.01% 1377

Other funds holding NEO

BlackRock
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

AE Wealth Management opened a new position in NeoGenomics (NEO) in Q2 2026: 11,057 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #1777 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in NEO as recently as Q4 2023.

AE Wealth Management first reported a position in NEO in Q2 2023 and has held it in 4 quarters since. The position peaked at $517K in Q2 2023. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • AE Wealth Management held 11,057 shares of NeoGenomics worth $161K as of Q2 2026.
  • NeoGenomics was a new AE Wealth Management position in Q2 2026.
  • NeoGenomics made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1777 holding.
  • AE Wealth Management first reported a position in NeoGenomics in Q2 2023 and has held it in 4 quarters since.
  • AE Wealth Management's NeoGenomics position peaked at $517K in Q2 2023.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.