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Beaird Harris Wealth Management’s NeoGenomics NEO Stock Holding History

Beaird Harris 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 		$32.5K Hold
2,225
– – ﹤0.01% 295
2026
Q1 		$16.5K Hold
2,225
– – ﹤0.01% 328
2025
Q4 		$26.2K Hold
2,225
– – ﹤0.01% 311
2025
Q3 		$17.2K Hold
2,225
– – ﹤0.01% 344
2025
Q2 		$16.3K Sell
2,225
-450
-17% -$3.63K ﹤0.01% 346
2025
Q1 		$25.4K Hold
2,675
– – ﹤0.01% 289
2024
Q4 		$44.1K Hold
2,675
– – ﹤0.01% 235
2024
Q3 		$39.5K Hold
2,675
– – ﹤0.01% 245
2024
Q2 		$37.1K Hold
2,675
– – ﹤0.01% 247
2024
Q1 		$42.1K Hold
2,675
– – ﹤0.01% 214
2023
Q4 		$43.3K Hold
2,675
– – ﹤0.01% 198
2023
Q3 		$32.9K Hold
2,675
– – ﹤0.01% 196
2023
Q2 		$43K Hold
2,675
– – 0.01% 179
2023
Q1 		$46.6K Hold
2,675
– – 0.01% 173
2022
Q4 		$24.7K Hold
2,675
– – ﹤0.01% 232
2022
Q3 		$23K Hold
2,675
– – 0.01% 224
2022
Q2 		$22K Hold
2,675
– – 0.01% 199
2022
Q1 		$33K Hold
2,675
– – 0.01% 214
2021
Q4 		$91K Buy
+2,675
New +$105K 0.03% 180

Other funds holding NEO

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Beaird Harris Wealth Management's NEO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its NeoGenomics (NEO) position steady in Q2 2026 at 2,225 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Beaird Harris Wealth Management first reported a position in NEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $91K in Q4 2021. 24 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Beaird Harris Wealth Management held 2,225 shares of NeoGenomics worth $32.5K as of Q2 2026.
  • Beaird Harris Wealth Management left its NeoGenomics share count unchanged in Q2 2026.
  • NeoGenomics made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Beaird Harris Wealth Management first reported a position in NeoGenomics in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's NeoGenomics position peaked at $91K in Q4 2021.
  • 24 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.