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Covestor’s NeoGenomics NEO Stock Holding History

Covestor’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 		$1K Buy
51
+44
+629% +$425 ﹤0.01% 2245
2026
Q1 		$0 Hold
7
– – ﹤0.01% 2599
2025
Q4 		$0 Sell
7
-1
-13% -$11 ﹤0.01% 2575
2025
Q3 		$0 Hold
8
– – ﹤0.01% 2588
2025
Q2 		$0 Hold
8
– – ﹤0.01% 2556
2025
Q1 		$0 Sell
8
-6
-43% -$75 ﹤0.01% 2550
2024
Q4 		$0 Buy
14
+4
+40% +$62 ﹤0.01% 2558
2024
Q3 		$0 Hold
10
– – ﹤0.01% 2554
2024
Q2 		$0 Buy
10
+2
+25% +$28 ﹤0.01% 2568
2024
Q1 		$0 Sell
8
-1
-11% -$15 ﹤0.01% 2562
2023
Q4 		$0 Sell
9
-1
-10% -$16 ﹤0.01% 2506
2023
Q3 		$0 Sell
10
-1
-9% -$15 ﹤0.01% 2491
2023
Q2 		$0 Sell
11
-6
-35% -$99 ﹤0.01% 2465
2023
Q1 		$0 Hold
17
– – ﹤0.01% 2387
2022
Q4 		$0 Sell
17
-1
-6% -$9 ﹤0.01% 2409
2022
Q3 		$0 Sell
18
-4
-18% -$40 ﹤0.01% 2380
2022
Q2 		$0 Sell
22
-149
-87% -$1.42K ﹤0.01% 2197
2022
Q1 		$2K Sell
171
-33
-16% -$694 ﹤0.01% 1685
2021
Q4 		$7K Buy
+204
New +$7.99K 0.01% 1159

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

Covestor's NEO Position: Q2 2026 in Review

Covestor increased its NeoGenomics (NEO) stake by 629% in Q2 2026, buying an estimated $425 and bringing the position to 51 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2245.

Covestor first reported a position in NEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $7K in Q4 2021. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Covestor held 51 shares of NeoGenomics worth $1K as of Q2 2026.
  • Covestor bought 44 NeoGenomics shares in Q2 2026, an estimated $425.
  • NeoGenomics made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2245 holding.
  • Covestor first reported a position in NeoGenomics in Q4 2021 and has held it in 19 quarters since.
  • Covestor's NeoGenomics position peaked at $7K in Q4 2021.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.