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EverSource Wealth Advisors’s NeoGenomics NEO Stock Holding History

EverSource Wealth Advisors’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 		$15.6K Buy
1,066
+474
+80% +$4.57K ﹤0.01% 2622
2026
Q1 		$4.39K Buy
592
+266
+82% +$2.8K ﹤0.01% 3329
2025
Q4 		$3.83K Sell
326
-536
-62% -$5.78K ﹤0.01% 3226
2025
Q3 		$6.66K Sell
862
-65
-7% -$455 ﹤0.01% 3023
2025
Q2 		$6.78K Buy
927
+598
+182% +$4.83K ﹤0.01% 3027
2025
Q1 		$3.12K Sell
329
-416
-56% -$5.19K ﹤0.01% 2716
2024
Q4 		$12.3K Sell
745
-360
-33% -$5.59K ﹤0.01% 1889
2024
Q3 		$16.3K Buy
1,105
+227
+26% +$3.55K ﹤0.01% 1598
2024
Q2 		$15.6K Buy
878
+11
+1% +$156 ﹤0.01% 1625
2024
Q1 		$12.1K Buy
867
+15
+2% +$232 ﹤0.01% 1596
2023
Q4 		$13.8K Buy
852
+345
+68% +$5.64K ﹤0.01% 1415
2023
Q3 		$6.24K Sell
507
-238
-32% -$3.54K ﹤0.01% 1612
2023
Q2 		$12K Buy
745
+160
+27% +$2.64K ﹤0.01% 1365
2023
Q1 		$10.2K Sell
585
-51
-8% -$727 ﹤0.01% 1346
2022
Q4 		$5.88K Buy
636
+103
+19% +$960 ﹤0.01% 1539
2022
Q3 		$5K Hold
533
– – ﹤0.01% 1383
2022
Q2 		$4K Buy
533
+327
+159% +$3.12K ﹤0.01% 1331
2022
Q1 		$3K Hold
206
– – ﹤0.01% 1432
2021
Q4 		$7K Buy
+206
New +$8.07K ﹤0.01% 1123

Other funds holding NEO

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $423M AUM 67.01% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

EverSource Wealth Advisors's NEO Position: Q2 2026 in Review

EverSource Wealth Advisors increased its NeoGenomics (NEO) stake by 80% in Q2 2026, buying an estimated $4.57K and bringing the position to 1,066 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

EverSource Wealth Advisors first reported a position in NEO in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.3K in Q3 2024. 69 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • EverSource Wealth Advisors held 1,066 shares of NeoGenomics worth $15.6K as of Q2 2026.
  • EverSource Wealth Advisors bought 474 NeoGenomics shares in Q2 2026, an estimated $4.57K.
  • NeoGenomics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2622 holding.
  • EverSource Wealth Advisors first reported a position in NeoGenomics in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's NeoGenomics position peaked at $16.3K in Q3 2024.
  • 69 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.