Arlington Trust’s NeoGenomics NEO Stock Holding History

Arlington Trust’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	$1.58K	Hold	108	–	–	﹤0.01%	704
2026 Q1	$801	Hold	108	–	–	﹤0.01%	736
2025 Q4	$1.27K	Hold	108	–	–	﹤0.01%	419
2025 Q3	$834	Hold	108	–	–	﹤0.01%	575
2025 Q2	$789	Hold	108	–	–	﹤0.01%	607
2025 Q1	$1.02K	Hold	108	–	–	﹤0.01%	602
2024 Q4	$1.78K	Hold	108	–	–	﹤0.01%	533
2024 Q3	$1.59K	Hold	108	–	–	﹤0.01%	533
2024 Q2	$1.5K	Hold	108	–	–	﹤0.01%	515
2024 Q1	$1.7K	Hold	108	–	–	﹤0.01%	462
2023 Q4	$1.75K	Buy	+108	New	+$1.77K	﹤0.01%	655

Other funds holding NEO

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return