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Gilpin Wealth Management’s NeoGenomics NEO Stock Holding History

Gilpin 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
Q3 		$239 Buy
13
+5
+63% +$83 ﹤0.01% 1068
2026
Q2 		$117 Sell
8
-7
-47% -$68 ﹤0.01% 1005
2026
Q1 		$112 Buy
15
+7
+88% +$74 ﹤0.01% 940
2025
Q4 		$95 Buy
+8
New +$86 ﹤0.01% 844

Other funds holding NEO

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Gilpin Wealth Management's NEO Position: Q3 2026 in Review

Gilpin Wealth Management increased its NeoGenomics (NEO) stake by 63% in Q3 2026, buying an estimated $83 and bringing the position to 13 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Gilpin Wealth Management first reported a position in NEO in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

  • Gilpin Wealth Management held 13 shares of NeoGenomics worth $239 as of Q3 2026.
  • Gilpin Wealth Management bought 5 NeoGenomics shares in Q3 2026, an estimated $83.
  • NeoGenomics made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #1068 holding.
  • Gilpin Wealth Management first reported a position in NeoGenomics in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.