AssetMark Inc
NEO icon

AssetMark Inc’s NeoGenomics NEO Stock Holding History

AssetMark Inc’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 		$38.7K Hold
2,650
– – ﹤0.01% 1937
2026
Q1 		$19.7K Hold
2,650
– – ﹤0.01% 2063
2025
Q4 		$31.2K Buy
2,650
+20
+0.8% +$216 ﹤0.01% 1862
2025
Q3 		$20.3K Hold
2,630
– – ﹤0.01% 1912
2025
Q2 		$19.2K Buy
+2,630
New +$21.2K ﹤0.01% 1816

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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc's NEO Position: Q2 2026 in Review

AssetMark Inc held its NeoGenomics (NEO) position steady in Q2 2026 at 2,650 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

AssetMark Inc first reported a position in NEO in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • AssetMark Inc held 2,650 shares of NeoGenomics worth $38.7K as of Q2 2026.
  • AssetMark Inc left its NeoGenomics share count unchanged in Q2 2026.
  • NeoGenomics made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1937 holding.
  • AssetMark Inc first reported a position in NeoGenomics in Q2 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.