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Glass Jacobson Investment Advisors’s NeoGenomics NEO Stock Holding History

Glass Jacobson Investment Advisors’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
2025
Q2 		– Sell
-258
Closed -$4.25K – 737
2025
Q1 		$4.25K Hold
258
– – ﹤0.01% 682
2024
Q4 		$4.25K Hold
258
– – ﹤0.01% 682
2024
Q3 		$3.81K Hold
258
– – ﹤0.01% 650
2024
Q2 		$3.58K Hold
258
– – ﹤0.01% 638
2024
Q1 		$4.06K Hold
258
– – ﹤0.01% 635
2023
Q4 		$4.17K Hold
258
– – ﹤0.01% 607
2023
Q3 		$3.17K Hold
258
– – ﹤0.01% 597
2023
Q2 		$4.15K Buy
+258
New +$4.25K ﹤0.01% 591
2022
Q4 		$2.38K Buy
+258
New +$2.4K ﹤0.01% 657

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Glass Jacobson Investment Advisors's NEO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 258 shares — an estimated $4.25K sold.

Glass Jacobson Investment Advisors first reported a position in NEO in Q4 2022 and held it in 9 quarters. The position peaked at $4.25K in Q1 2025. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 258 NeoGenomics shares in Q2 2025, an estimated $4.25K.
  • Glass Jacobson Investment Advisors first reported a position in NeoGenomics in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's NeoGenomics position peaked at $4.25K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.