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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
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

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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Gilpin Wealth Management's NEO Position: Q2 2026 in Review

Gilpin Wealth Management reduced its NeoGenomics (NEO) stake by 47% in Q2 2026, selling an estimated $68 and leaving 8 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Gilpin Wealth Management first reported a position in NEO in Q4 2025 and has held it in 3 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Gilpin Wealth Management held 8 shares of NeoGenomics worth $117 as of Q2 2026.
  • Gilpin Wealth Management sold 7 NeoGenomics shares in Q2 2026, an estimated $68.
  • NeoGenomics made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #1005 holding.
  • Gilpin Wealth Management first reported a position in NeoGenomics in Q4 2025 and has held it in 3 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

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