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Gilpin Wealth Management’s Neogen NEOG Stock Holding History

Gilpin Wealth Management’s Portfolio NEOG Stock Details NEOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$320 Sell
25
-3
-11% -$34 ﹤0.01% 986
2026
Q2 		$252 Buy
28
+8
+40% +$73 ﹤0.01% 865
2026
Q1 		$186 Hold
20
– – ﹤0.01% 866
2025
Q4 		$140 Buy
+20
New +$126 ﹤0.01% 754

Other funds holding NEOG

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

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

Gilpin Wealth Management reduced its Neogen (NEOG) stake by 11% in Q3 2026, selling an estimated $34 and leaving 25 shares worth $320. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Gilpin Wealth Management first reported a position in NEOG in Q4 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold NEOG as of Q3 2026.

  • Gilpin Wealth Management held 25 shares of Neogen worth $320 as of Q3 2026.
  • Gilpin Wealth Management sold 3 Neogen shares in Q3 2026, an estimated $34.
  • Neogen made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #986 holding.
  • Gilpin Wealth Management first reported a position in Neogen in Q4 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Neogen as of Q3 2026.

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