Geneos Wealth Management’s NeoGenomics NEO Stock Holding History

Geneos Wealth Management’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	–	Sell	-50	Closed	-$588	–	2538
2025 Q4	$588	Buy	+50	New	+$539	﹤0.01%	2449
2025 Q1	–	Sell	-50	Closed	-$824	–	3119
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

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geneos Wealth Management's NEO Position: Q1 2026 in Review

Geneos Wealth Management sold out of NeoGenomics (NEO) in Q1 2026, closing a stake of 50 shares — an estimated $588 sold.

Geneos Wealth Management first reported a position in NEO in Q1 2016 and held it in 21 quarters. The position peaked at $29K in Q4 2019. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

Geneos Wealth Management reported no remaining NeoGenomics position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 50 NeoGenomics shares in Q1 2026, an estimated $588.
Geneos Wealth Management first reported a position in NeoGenomics in Q1 2016 and held it in 21 quarters.
Geneos Wealth Management's NeoGenomics position peaked at $29K in Q4 2019.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.