Bridgewater Associates’s NeoGenomics NEO Stock Holding History

Bridgewater Associates’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	$677K	Buy	+91,190	New	+$960K	﹤0.01%	849
2025 Q1	–	Sell	-14,397	Closed	-$237K	–	756
2024 Q4	$237K	Sell	14,397 -35,957	-71%	-$558K	﹤0.01%	661
2024 Q3	$743K	Sell	50,354 -12,374	-20%	-$194K	﹤0.01%	639
2024 Q2	$870K	Buy	62,728 +38,121	+155%	+$540K	﹤0.01%	687
2024 Q1	$387K	Sell	24,607 -5,226	-18%	-$80.7K	﹤0.01%	643
2023 Q4	$483K	Sell	29,833 -118,513	-80%	-$1.94M	﹤0.01%	707
2023 Q3	$1.82M	Buy	148,346 +21,755	+17%	+$324K	0.01%	509
2023 Q2	$2.03M	Sell	126,591 -6,836	-5%	-$113K	0.01%	456
2023 Q1	$2.32M	Buy	+133,427	New	+$1.9M	0.01%	435

Other funds holding NEO

BlackRock New York $5.7T 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 $2.11B 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 $127B 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