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Capital Advisors Ltd’s NeoGenomics NEO Stock Holding History

Capital Advisors Ltd’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
-37
Closed – – 1537
2025
Q1 		$0 Hold
37
– – ﹤0.01% 1505
2024
Q4 		$1K Hold
37
– – ﹤0.01% 1258
2024
Q3 		$1K Hold
37
– – ﹤0.01% 1249
2024
Q2 		$1K Hold
37
– – ﹤0.01% 1243
2024
Q1 		$1K Hold
37
– – ﹤0.01% 1231
2023
Q4 		$1K Hold
37
– – ﹤0.01% 1184
2023
Q3 		$0 Hold
37
– – ﹤0.01% 1406
2023
Q2 		$1K Hold
37
– – ﹤0.01% 1187
2023
Q1 		$1K Hold
37
– – ﹤0.01% 1072
2022
Q4 		$0 Sell
37
-195
-84% -$1.82K ﹤0.01% 1491
2022
Q3 		$2K Hold
232
– – ﹤0.01% 876
2022
Q2 		$2K Buy
+232
New +$2.21K ﹤0.01% 680

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

Capital Advisors Ltd's NEO Position: Q2 2025 in Review

Capital Advisors Ltd sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 37 shares.

Capital Advisors Ltd first reported a position in NEO in Q2 2022 and held it in 12 quarters. The position peaked at $2K in Q3 2022. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • Capital Advisors Ltd reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 37 NeoGenomics shares in Q2 2025.
  • Capital Advisors Ltd first reported a position in NeoGenomics in Q2 2022 and held it in 12 quarters.
  • Capital Advisors Ltd's NeoGenomics position peaked at $2K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on Capital Advisors Ltd's 13F filing for Q2 2025, filed 24 Jul 2025.