Corient Private Wealth
NEO icon

Corient Private Wealth’s NeoGenomics NEO Stock Holding History

Corient Private Wealth’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 		$332K Buy
+22,747
New +$220K ﹤0.01% 2495
2026
Q1 		– Sell
-15,716
Closed -$189K – 2942
2025
Q4 		$189K Sell
15,716
-7,860
-33% -$84.8K ﹤0.01% 2442
2025
Q3 		$182K Buy
23,576
+9,102
+63% +$63.8K ﹤0.01% 2364
2025
Q2 		$106K Sell
14,474
-9,539
-40% -$77K ﹤0.01% 2321
2025
Q1 		$228K Buy
24,013
+102
+0.4% +$1.27K ﹤0.01% 1997
2024
Q4 		$394K Buy
23,911
+608
+3% +$9.44K ﹤0.01% 1748
2024
Q3 		$344K Buy
23,303
+3,967
+21% +$62.1K ﹤0.01% 1951
2024
Q2 		$268K Sell
19,336
-250
-1% -$3.54K ﹤0.01% 1978
2024
Q1 		$308K Buy
19,586
+190
+1% +$2.93K ﹤0.01% 1876
2023
Q4 		$314K Buy
19,396
+3,491
+22% +$57.1K ﹤0.01% 1843
2023
Q3 		$196K Buy
15,905
+944
+6% +$14K ﹤0.01% 1926
2023
Q2 		$240K Sell
14,961
-12
-0.1% -$198 ﹤0.01% 1798
2023
Q1 		$261K Buy
+14,973
New +$213K ﹤0.01% 1673

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Corient Private Wealth's NEO Position: Q2 2026 in Review

Corient Private Wealth opened a new position in NeoGenomics (NEO) in Q2 2026: 22,747 shares worth $332K. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in NEO as recently as Q4 2025.

Corient Private Wealth first reported a position in NEO in Q1 2023 and has held it in 13 quarters since. The position peaked at $394K in Q4 2024. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Corient Private Wealth held 22,747 shares of NeoGenomics worth $332K as of Q2 2026.
  • NeoGenomics was a new Corient Private Wealth position in Q2 2026.
  • NeoGenomics made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2495 holding.
  • Corient Private Wealth first reported a position in NeoGenomics in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's NeoGenomics position peaked at $394K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.