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 Q2	–	Sell	-10,000	Closed	-$74.2K	–	203
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 $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capstone Financial Advisors's NEO Position: Q2 2026 in Review

Capstone Financial Advisors sold out of NeoGenomics (NEO) in Q2 2026, closing a stake of 10,000 shares — an estimated $74.2K sold.

Capstone Financial Advisors first reported a position in NEO in Q2 2022 and held it in 8 quarters. The position peaked at $174K in Q1 2023. 267 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Capstone Financial Advisors reported no remaining NeoGenomics position as of Q2 2026 after selling out during the quarter.
Capstone Financial Advisors sold 10,000 NeoGenomics shares in Q2 2026, an estimated $74.2K.
Capstone Financial Advisors first reported a position in NeoGenomics in Q2 2022 and held it in 8 quarters.
Capstone Financial Advisors's NeoGenomics position peaked at $174K in Q1 2023.
267 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.