Creative Financial Designs’s NeoGenomics NEO Stock Holding History

Creative Financial Designs’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	$1.17K	Hold	80	–	–	﹤0.01%	1998
2026 Q1	$594	Hold	80	–	–	﹤0.01%	1979
2025 Q4	$941	Hold	80	–	–	﹤0.01%	1800
2025 Q3	$618	Hold	80	–	–	﹤0.01%	1900
2025 Q2	$585	Hold	80	–	–	﹤0.01%	1881
2025 Q1	$759	Hold	80	–	–	﹤0.01%	1838
2024 Q4	$1.32K	Hold	80	–	–	﹤0.01%	1661
2024 Q3	$1.18K	Hold	80	–	–	﹤0.01%	1569
2024 Q2	$1.11K	Hold	80	–	–	﹤0.01%	1535
2024 Q1	$1.26K	Hold	80	–	–	﹤0.01%	1530
2023 Q4	$1.29K	Hold	80	–	–	﹤0.01%	1481
2023 Q3	$984	Hold	80	–	–	﹤0.01%	1399
2023 Q2	$1.29K	Hold	80	–	–	﹤0.01%	1355
2023 Q1	$1.39K	Hold	80	–	–	﹤0.01%	1284
2022 Q4	$739	Hold	80	–	–	﹤0.01%	1224
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	1244
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	1200
2022 Q1	$1K	Hold	80	–	–	﹤0.01%	1218
2021 Q4	$3K	Hold	80	–	–	﹤0.01%	1090
2021 Q3	$4K	Hold	80	–	–	﹤0.01%	1201
2021 Q2	$4K	Hold	80	–	–	﹤0.01%	1225
2021 Q1	$4K	Hold	80	–	–	﹤0.01%	1111
2020 Q4	$4K	Hold	80	–	–	﹤0.01%	1035
2020 Q3	$3K	Hold	80	–	–	﹤0.01%	1038
2020 Q2	$2K	Buy	+80	New	+$2.22K	﹤0.01%	1039

Other funds holding NEO

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Creative Financial Designs's NEO Position: Q2 2026 in Review

Creative Financial Designs held its NeoGenomics (NEO) position steady in Q2 2026 at 80 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.

Creative Financial Designs first reported a position in NEO in Q2 2020 and has held it in 25 quarters since. The position peaked at $4K in Q3 2021. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Creative Financial Designs held 80 shares of NeoGenomics worth $1.17K as of Q2 2026.
Creative Financial Designs left its NeoGenomics share count unchanged in Q2 2026.
NeoGenomics made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1998 holding.
Creative Financial Designs first reported a position in NeoGenomics in Q2 2020 and has held it in 25 quarters since.
Creative Financial Designs's NeoGenomics position peaked at $4K in Q3 2021.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.