Corient Private Wealth
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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
2025
Q2 		$106K Sell
2025
Q1 		$228K Buy
2024
Q4 		$394K Buy
2024
Q3 		$344K Buy
2024
Q2 		$268K Sell
2024
Q1 		$308K Buy
2023
Q4 		$314K Buy
2023
Q3 		$196K Buy
2023
Q2 		$240K Sell
2023
Q1 		$261K Buy