Bellevue Asset Management’s NeoGenomics NEO Stock Holding History

Bellevue Asset 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
2025 Q2	–	Sell	-112	Closed	-$1.06K	–	483
2025 Q1	$1.06K	Hold	112	–	–	﹤0.01%	470
2024 Q4	$1.85K	Hold	112	–	–	﹤0.01%	450
2024 Q3	$1.65K	Hold	112	–	–	﹤0.01%	435
2024 Q2	$1.55K	Hold	112	–	–	﹤0.01%	436
2024 Q1	$1.76K	Buy	112 +32	+40%	+$494	﹤0.01%	425
2023 Q4	$1.29K	Buy	+80	New	+$1.31K	﹤0.01%	438
2023 Q3	–	Sell	-80	Closed	-$1.28K	–	470
2023 Q2	$1.28K	Hold	80	–	–	﹤0.01%	451
2023 Q1	$1.39K	Buy	+80	New	+$1.14K	﹤0.01%	460
2022 Q1	–	Sell	-92	Closed	-$3K	–	559
2021 Q4	$3K	Sell	92 -8	-8%	-$313	﹤0.01%	449
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	386
2021 Q2	$5K	Sell	100 -11	-10%	-$487	﹤0.01%	385
2021 Q1	$5K	Sell	111 -11	-9%	-$573	﹤0.01%	431
2020 Q4	$7K	Hold	122	–	–	﹤0.01%	375
2020 Q3	$5K	Sell	122 -36	-23%	-$1.34K	﹤0.01%	395
2020 Q2	$5K	Hold	158	–	–	0.01%	396
2020 Q1	$5K	Buy	158 +138	+690%	+$4.13K	0.01%	390
2019 Q4	$3K	Buy	+20	New	+$476	﹤0.01%	397

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

Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return