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DiNuzzo Private Wealth’s NeoGenomics NEO Stock Holding History

DiNuzzo 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 		– Sell
-1
Closed -$10 – 1394
2025
Q1 		$10 Sell
1
-4
-80% -$50 ﹤0.01% 1375
2024
Q4 		$83 Sell
5
-6
-55% -$93 ﹤0.01% 1347
2024
Q3 		$163 Buy
11
+5
+83% +$78 ﹤0.01% 1321
2024
Q2 		$84 Hold
6
– – ﹤0.01% 1359
2024
Q1 		$95 Sell
6
-1
-14% -$15 ﹤0.01% 1294
2023
Q4 		$114 Buy
+7
New +$115 ﹤0.01% 1305

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

DiNuzzo Private Wealth's NEO Position: Q2 2025 in Review

DiNuzzo Private Wealth sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 1 share — an estimated $10 sold.

DiNuzzo Private Wealth first reported a position in NEO in Q4 2023 and held it in 6 quarters. The position peaked at $163 in Q3 2024. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • DiNuzzo Private Wealth reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 1 NeoGenomics share in Q2 2025, an estimated $10.
  • DiNuzzo Private Wealth first reported a position in NeoGenomics in Q4 2023 and held it in 6 quarters.
  • DiNuzzo Private Wealth's NeoGenomics position peaked at $163 in Q3 2024.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2025, filed 17 Jul 2025.