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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

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

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. 267 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.
  • 267 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.