Capstone Financial Advisors’s NeoGenomics NEO Stock Holding History

Capstone Financial Advisors’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	$74.2K	Hold	10,000	–	–	﹤0.01%	180
2025 Q4	$118K	Hold	10,000	–	–	0.01%	176
2025 Q3	$77.2K	Hold	10,000	–	–	﹤0.01%	175
2025 Q2	$73.1K	Buy	+10,000	New	+$80.7K	﹤0.01%	166
2023 Q2	–	Sell	-10,000	Closed	-$174K	–	152
2023 Q1	$174K	Hold	10,000	–	–	0.01%	119
2022 Q4	$92.4K	Hold	10,000	–	–	0.01%	121
2022 Q3	$86K	Hold	10,000	–	–	0.01%	120
2022 Q2	$82K	Buy	+10,000	New	+$95.5K	0.01%	121

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

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 $166B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capstone Financial Advisors's NEO Position: Q1 2026 in Review

Capstone Financial Advisors held its NeoGenomics (NEO) position steady in Q1 2026 at 10,000 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Capstone Financial Advisors first reported a position in NEO in Q2 2022 and has held it in 8 quarters since. The position peaked at $174K in Q1 2023. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

Capstone Financial Advisors held 10,000 shares of NeoGenomics worth $74.2K as of Q1 2026.
Capstone Financial Advisors left its NeoGenomics share count unchanged in Q1 2026.
NeoGenomics made up ﹤0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #180 holding.
Capstone Financial Advisors first reported a position in NeoGenomics in Q2 2022 and has held it in 8 quarters since.
Capstone Financial Advisors's NeoGenomics position peaked at $174K in Q1 2023.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.