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Allworth Financial’s NeoGenomics NEO Stock Holding History

Allworth Financial’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 		$60.3K Buy
4,132
+2,168
+110% +$20.9K ﹤0.01% 2318
2026
Q1 		$14.6K Buy
1,964
+663
+51% +$6.98K ﹤0.01% 3220
2025
Q4 		$15.3K Buy
1,301
+40
+3% +$432 ﹤0.01% 2980
2025
Q3 		$9.73K Buy
1,261
+994
+372% +$6.96K ﹤0.01% 3154
2025
Q2 		$1.95K Sell
267
-233
-47% -$1.88K ﹤0.01% 3711
2025
Q1 		$5.04K Buy
500
+275
+122% +$3.43K ﹤0.01% 2753
2024
Q4 		$3.26K Buy
225
+200
+800% +$3.11K ﹤0.01% 2957
2024
Q3 		$369 Hold
25
– – ﹤0.01% 3486
2024
Q2 		$363 Hold
25
– – ﹤0.01% 3452
2024
Q1 		$393 Hold
25
– – ﹤0.01% 3343
2023
Q4 		$405 Sell
25
-375
-94% -$6.14K ﹤0.01% 3177
2023
Q3 		$4.92K Hold
400
– – ﹤0.01% 2108
2023
Q2 		$6.43K Hold
400
– – ﹤0.01% 2009
2023
Q1 		$6.96K Sell
400
-182
-31% -$2.59K ﹤0.01% 1919
2022
Q4 		$5.38K Buy
582
+56
+11% +$522 ﹤0.01% 1868
2022
Q3 		$5K Buy
+526
New +$5.22K ﹤0.01% 1887
2021
Q2 		– Sell
-374
Closed -$18K – 1632
2021
Q1 		$18K Buy
+374
New +$19.5K ﹤0.01% 823

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 $3.37T AUM 44.26% 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

Allworth Financial's NEO Position: Q2 2026 in Review

Allworth Financial increased its NeoGenomics (NEO) stake by 110% in Q2 2026, buying an estimated $20.9K and bringing the position to 4,132 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2318.

Allworth Financial first reported a position in NEO in Q1 2021 and has held it in 17 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Allworth Financial held 4,132 shares of NeoGenomics worth $60.3K as of Q2 2026.
  • Allworth Financial bought 2,168 NeoGenomics shares in Q2 2026, an estimated $20.9K.
  • NeoGenomics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2318 holding.
  • Allworth Financial first reported a position in NeoGenomics in Q1 2021 and has held it in 17 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.