Clearstead Advisors’s NeoGenomics NEO Stock Holding History

Clearstead 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	$1.75K	Buy	+120	New	+$1.16K	﹤0.01%	2523
2025 Q4	–	Sell	-222	Closed	-$1.71K	–	3080
2025 Q3	$1.71K	Buy	+222	New	+$1.55K	﹤0.01%	2492
2024 Q3	–	Sell	-523	Closed	-$7.25K	–	2089
2024 Q2	$7.25K	Buy	523 +415	+384%	+$5.88K	﹤0.01%	1612
2024 Q1	$1.69K	Hold	108	–	–	﹤0.01%	1338
2023 Q4	$1.75K	Buy	+108	New	+$1.77K	﹤0.01%	1305
2023 Q3	–	Sell	-30	Closed	-$483	–	1547
2023 Q2	$483	Hold	30	–	–	﹤0.01%	1302
2023 Q1	$523	Hold	30	–	–	﹤0.01%	1298
2022 Q4	$277	Hold	30	–	–	﹤0.01%	1263
2022 Q3	$0	Hold	30	–	–	﹤0.01%	1322
2022 Q2	$0	Hold	30	–	–	﹤0.01%	1385
2022 Q1	$0	Hold	30	–	–	﹤0.01%	1434
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1198
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1225
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	1174
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	1043
2020 Q4	$2K	Buy	+30	New	+$1.36K	﹤0.01%	893

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

HCA

Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Clearstead Advisors's NEO Position: Q2 2026 in Review

Clearstead Advisors opened a new position in NeoGenomics (NEO) in Q2 2026: 120 shares worth $1.75K. The stake represents ﹤0.01% of the portfolio and ranks #2523 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in NEO as recently as Q3 2025.

Clearstead Advisors first reported a position in NEO in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.25K in Q2 2024. 95 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Clearstead Advisors held 120 shares of NeoGenomics worth $1.75K as of Q2 2026.
NeoGenomics was a new Clearstead Advisors position in Q2 2026.
NeoGenomics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2523 holding.
Clearstead Advisors first reported a position in NeoGenomics in Q4 2020 and has held it in 16 quarters since.
Clearstead Advisors's NeoGenomics position peaked at $7.25K in Q2 2024.
95 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.