Atria Investments’s NeoGenomics NEO Stock Holding History

Atria Investments’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
2025 Q4	–	Sell	-13,519	Closed	-$104K	–	2100
2025 Q3	$104K	Sell	13,519 -1,191	-8%	-$8.34K	﹤0.01%	1992
2025 Q2	$108K	Buy	14,710 +4,407	+43%	+$35.6K	﹤0.01%	1962
2025 Q1	$97.8K	Buy	+10,303	New	+$129K	﹤0.01%	1874
2024 Q3	–	Sell	-10,501	Closed	-$146K	–	2003
2024 Q2	$146K	Buy	+10,501	New	+$149K	﹤0.01%	1853

Other funds holding NEO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FLAM

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Atria Investments's NEO Position: Q4 2025 in Review

Atria Investments sold out of NeoGenomics (NEO) in Q4 2025, closing a stake of 13,519 shares — an estimated $104K sold.

Atria Investments first reported a position in NEO in Q2 2024 and held it in 4 quarters. The position peaked at $146K in Q2 2024. 256 funds tracked by Wall St. Rank hold NEO as of Q4 2025.

Atria Investments reported no remaining NeoGenomics position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 13,519 NeoGenomics shares in Q4 2025, an estimated $104K.
Atria Investments first reported a position in NeoGenomics in Q2 2024 and held it in 4 quarters.
Atria Investments's NeoGenomics position peaked at $146K in Q2 2024.
256 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.