EP
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Essential Partners’s NeoGenomics NEO Stock Holding History

Essential Partners’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
Q1 		$2.52K Buy
339
+317
+1,441% +$3.34K ﹤0.01% 1910
2025
Q4 		$259 Buy
+22
New +$237 ﹤0.01% 2378
2025
Q3 		– Sell
-266
Closed -$1.94K – 2745
2025
Q2 		$1.94K Buy
+266
New +$2.15K ﹤0.01% 1325

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FLAM
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GF
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VPM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return