Bell Investment Advisors’s NeoGenomics NEO Stock Holding History

Bell Investment Advisors’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 Q1	$320	Hold	43	–	–	﹤0.01%	1834
2025 Q4	$506	Hold	43	–	–	﹤0.01%	1740
2025 Q3	$332	Hold	43	–	–	﹤0.01%	1821
2025 Q2	$315	Sell	43 -98	-70%	-$791	﹤0.01%	1826
2025 Q1	$1.34K	Hold	141	–	–	﹤0.01%	1454
2024 Q4	$2.32K	Hold	141	–	–	﹤0.01%	1271
2024 Q3	$2.08K	Hold	141	–	–	﹤0.01%	1341
2024 Q2	$1.96K	Hold	141	–	–	﹤0.01%	1364
2024 Q1	$2.22K	Hold	141	–	–	﹤0.01%	1310
2023 Q4	$2.28K	Hold	141	–	–	﹤0.01%	1275
2023 Q3	$1.74K	Hold	141	–	–	﹤0.01%	1353
2023 Q2	$2.27K	Sell	141 -50	-26%	-$824	﹤0.01%	1233
2023 Q1	$3.33K	Sell	191 -86	-31%	-$1.23K	﹤0.01%	987
2022 Q4	$2.56K	Sell	277 -7	-2%	-$65	﹤0.01%	1154
2022 Q3	$2K	Buy	284 +198	+230%	+$1.97K	﹤0.01%	1160
2022 Q2	$1K	Buy	+86	New	+$821	﹤0.01%	1510
2021 Q4	$3K	Sell	86 -161	-65%	-$6.3K	﹤0.01%	1004
2021 Q3	$12K	Buy	+247	New	+$11.4K	﹤0.01%	408

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return