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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
Q3 		– Sell
-2,821
Closed -$41.2K – 381
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Burkett Financial Services's NEO Position: Q3 2026 in Review

Burkett Financial Services sold out of NeoGenomics (NEO) in Q3 2026, closing a stake of 2,821 shares — an estimated $41.2K sold.

Burkett Financial Services first reported a position in NEO in Q4 2023 and held it in 11 quarters. The position peaked at $46.5K in Q4 2024. 9 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

  • Burkett Financial Services reported no remaining NeoGenomics position as of Q3 2026 after selling out during the quarter.
  • Burkett Financial Services sold 2,821 NeoGenomics shares in Q3 2026, an estimated $41.2K.
  • Burkett Financial Services first reported a position in NeoGenomics in Q4 2023 and held it in 11 quarters.
  • Burkett Financial Services's NeoGenomics position peaked at $46.5K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.