Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NeoGenomics NEO Stock Holding History

Carson Wealth (CWM LLC)’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 		$170K Buy
22,854
+12,527
+121% +$132K ﹤0.01% 2863
2025
Q4 		$121K Buy
10,327
+1,677
+19% +$18.1K ﹤0.01% 2924
2025
Q3 		$67K Sell
8,650
-5,137
-37% -$36K ﹤0.01% 3291
2025
Q2 		$101K Buy
13,787
+7,488
+119% +$60.4K ﹤0.01% 2714
2025
Q1 		$60K Buy
6,299
+1,883
+43% +$23.5K ﹤0.01% 2828
2024
Q4 		$73K Buy
4,416
+214
+5% +$3.32K ﹤0.01% 2498
2024
Q3 		$62K Buy
4,202
+43
+1% +$673 ﹤0.01% 2537
2024
Q2 		$58K Buy
4,159
+48
+1% +$681 ﹤0.01% 2368
2024
Q1 		$65K Buy
4,111
+333
+9% +$5.14K ﹤0.01% 2134
2023
Q4 		$61K Sell
3,778
-438
-10% -$7.17K ﹤0.01% 2050
2023
Q3 		$52K Buy
4,216
+87
+2% +$1.29K ﹤0.01% 2030
2023
Q2 		$66K Sell
4,129
-45
-1% -$742 ﹤0.01% 1808
2023
Q1 		$73K Buy
4,174
+250
+6% +$3.56K ﹤0.01% 1659
2022
Q4 		$36K Buy
3,924
+2,106
+116% +$19.6K ﹤0.01% 1958
2022
Q3 		$16K Buy
1,818
+1,368
+304% +$13.6K ﹤0.01% 2386
2022
Q2 		$4K Sell
450
-1,217
-73% -$11.6K ﹤0.01% 3107
2022
Q1 		$20K Buy
1,667
+1,093
+190% +$23K ﹤0.01% 2087
2021
Q4 		$20K Buy
+574
New +$22.5K ﹤0.01% 1992
2019
Q1 		– Sell
-2,350
Closed -$30K – 3171
2018
Q4 		$30K Buy
+2,350
New +$35K ﹤0.01% 1019

Other funds holding NEO

BlackRock
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
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NEO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NeoGenomics (NEO) stake by 121% in Q1 2026, buying an estimated $132K and bringing the position to 22,854 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Carson Wealth (CWM LLC) first reported a position in NEO in Q4 2018 and has held it in 19 quarters since. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 22,854 shares of NeoGenomics worth $170K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,527 NeoGenomics shares in Q1 2026, an estimated $132K.
  • NeoGenomics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2863 holding.
  • Carson Wealth (CWM LLC) first reported a position in NeoGenomics in Q4 2018 and has held it in 19 quarters since.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.