Geneos Wealth Management’s NeoGenomics NEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-50
| Closed | -$588 | – | 2538 |
|
|
2025
Q4 | $588 | Buy |
+50
| New | +$539 | ﹤0.01% | 2449 |
|
|
2025
Q1 | – | Sell |
-50
| Closed | -$824 | – | 3139 |
|
|
2024
Q4 | $824 | Hold |
50
| – | – | ﹤0.01% | 2812 |
|
|
2024
Q3 | $738 | Hold |
50
| – | – | ﹤0.01% | 2499 |
|
|
2024
Q2 | $694 | Hold |
50
| – | – | ﹤0.01% | 2022 |
|
|
2024
Q1 | $786 | Hold |
50
| – | – | ﹤0.01% | 2072 |
|
|
2023
Q4 | $809 | Hold |
50
| – | – | ﹤0.01% | 2041 |
|
|
2023
Q3 | $615 | Hold |
50
| – | – | ﹤0.01% | 2081 |
|
|
2023
Q2 | $804 | Hold |
50
| – | – | ﹤0.01% | 2037 |
|
|
2023
Q1 | $871 | Buy |
+50
| New | +$712 | ﹤0.01% | 2004 |
|
|
2022
Q2 | – | Sell |
-50
| Closed | – | – | 2718 |
|
|
2022
Q1 | $0 | Buy |
+50
| New | +$1.05K | ﹤0.01% | 2905 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$2K | – | 3024 |
|
|
2021
Q1 | $2K | Buy |
+50
| New | +$2.6K | ﹤0.01% | 2908 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$12K | – | 2599 |
|
|
2020
Q1 | $12K | Sell |
500
-500
| -50% | -$15K | ﹤0.01% | 1732 |
|
|
2019
Q4 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 1523 |
|
|
2019
Q3 | $19K | Buy |
1,000
+400
| +67% | +$9.38K | ﹤0.01% | 1635 |
|
|
2019
Q2 | $13K | Buy |
+600
| New | +$13.2K | ﹤0.01% | 1814 |
|
|
2017
Q3 | – | Sell |
-200
| Closed | -$1K | – | 2135 |
|
|
2017
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 2015 |
|
|
2017
Q1 | $1K | Hold |
200
| – | – | ﹤0.01% | 2004 |
|
|
2016
Q4 | $1K | Sell |
200
-500
| -71% | -$4.28K | ﹤0.01% | 1974 |
|
|
2016
Q3 | $5K | Buy |
700
+500
| +250% | +$4.2K | ﹤0.01% | 1578 |
|
|
2016
Q2 | $1K | Hold |
200
| – | – | ﹤0.01% | 1756 |
|
|
2016
Q1 | $1K | Buy |
+200
| New | +$1.32K | ﹤0.01% | 1737 |
|
Other funds holding NEO
FLAM
GF
VPM
VCM
B
