Burkett Financial Services’s NeoGenomics NEO Stock Holding History

Burkett Financial Services’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	$41.2K	Hold	2,821	–	–	0.01%	113
2026 Q1	$20.9K	Hold	2,821	–	–	0.01%	144
2025 Q4	$33.2K	Hold	2,821	–	–	0.01%	119
2025 Q3	$21.8K	Hold	2,821	–	–	0.01%	135
2025 Q2	$20.6K	Hold	2,821	–	–	0.01%	125
2025 Q1	$26.8K	Hold	2,821	–	–	0.01%	118
2024 Q4	$46.5K	Hold	2,821	–	–	0.02%	89
2024 Q3	$41.6K	Hold	2,821	–	–	0.02%	88
2024 Q2	$39.1K	Hold	2,821	–	–	0.02%	86
2024 Q1	$44.3K	Hold	2,821	–	–	0.02%	88
2023 Q4	$45.6K	Buy	+2,821	New	+$46.2K	0.03%	86

Other funds holding NEO

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FUBT

First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Burkett Financial Services's NEO Position: Q2 2026 in Review

Burkett Financial Services held its NeoGenomics (NEO) position steady in Q2 2026 at 2,821 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #113.

Burkett Financial Services first reported a position in NEO in Q4 2023 and has held it in 11 quarters since. The position peaked at $46.5K in Q4 2024. 35 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Burkett Financial Services held 2,821 shares of NeoGenomics worth $41.2K as of Q2 2026.
Burkett Financial Services left its NeoGenomics share count unchanged in Q2 2026.
NeoGenomics made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #113 holding.
Burkett Financial Services first reported a position in NeoGenomics in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's NeoGenomics position peaked at $46.5K in Q4 2024.
35 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.