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Bogart Wealth LLC’s NeoGenomics NEO Stock Holding History

Bogart Wealth LLC’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
-80
Closed -$759 – 1516
2025
Q1 		$759 Sell
80
-107
-57% -$1.34K ﹤0.01% 1213
2024
Q4 		$3.08K Hold
187
– – ﹤0.01% 1010
2024
Q3 		$2.76K Hold
187
– – ﹤0.01% 924
2024
Q2 		$2.59K Hold
187
– – ﹤0.01% 892
2024
Q1 		$2.94K Hold
187
– – ﹤0.01% 856
2023
Q4 		$3.03K Hold
187
– – ﹤0.01% 839
2023
Q3 		$2.3K Hold
187
– – ﹤0.01% 863
2023
Q2 		$3K Hold
187
– – ﹤0.01% 823
2023
Q1 		$3.26K Buy
+187
New +$2.66K ﹤0.01% 816

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bogart Wealth LLC's NEO Position: Q2 2025 in Review

Bogart Wealth LLC sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 80 shares — an estimated $759 sold.

Bogart Wealth LLC first reported a position in NEO in Q1 2023 and held it in 9 quarters. The position peaked at $3.26K in Q1 2023. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • Bogart Wealth LLC reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 80 NeoGenomics shares in Q2 2025, an estimated $759.
  • Bogart Wealth LLC first reported a position in NeoGenomics in Q1 2023 and held it in 9 quarters.
  • Bogart Wealth LLC's NeoGenomics position peaked at $3.26K in Q1 2023.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.