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Congress Wealth Management’s NeoGenomics NEO Stock Holding History

Congress Wealth Management’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 		$165K Sell
22,540
-59,050
-72% -$477K ﹤0.01% 1149
2025
Q1 		$775K Buy
+81,590
New +$1.02M 0.01% 692

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 $3.37T AUM 44.26% 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

Congress Wealth Management's NEO Position: Q2 2025 in Review

Congress Wealth Management reduced its NeoGenomics (NEO) stake by 72% in Q2 2025, selling an estimated $477K and leaving 22,540 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Congress Wealth Management first reported a position in NEO in Q1 2025 and has held it in 2 quarters since. The position peaked at $775K in Q1 2025. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • Congress Wealth Management held 22,540 shares of NeoGenomics worth $165K as of Q2 2025.
  • Congress Wealth Management sold 59,050 NeoGenomics shares in Q2 2025, an estimated $477K.
  • NeoGenomics made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1149 holding.
  • Congress Wealth Management first reported a position in NeoGenomics in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's NeoGenomics position peaked at $775K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.