Creative Planning
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Creative Planning’s NeoGenomics NEO Stock Holding History

Creative Planning’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
2021
Q1 		– Sell
-3,000
Closed -$73K – 2683
2020
Q4 		$73K Buy
+3,000
New +$136K ﹤0.01% 2064

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

Creative Planning's NEO Position: Q2 2026 in Review

Creative Planning increased its NeoGenomics (NEO) stake by 9% in Q2 2026, buying an estimated $52.9K and bringing the position to 66,077 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Creative Planning first reported a position in NEO in Q4 2013 and has held it in 38 quarters since. The position peaked at $1.77M in Q1 2023. 267 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Creative Planning held 66,077 shares of NeoGenomics worth $964K as of Q2 2026.
  • Creative Planning bought 5,479 NeoGenomics shares in Q2 2026, an estimated $52.9K.
  • NeoGenomics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2667 holding.
  • Creative Planning first reported a position in NeoGenomics in Q4 2013 and has held it in 38 quarters since.
  • Creative Planning's NeoGenomics position peaked at $1.77M in Q1 2023.
  • 267 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.