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Global Financial Private Client’s NeoGenomics NEO Stock Holding History

Global Financial Private Client’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
-649
Closed -$6.16K – 1111
2025
Q1 		$6.16K Buy
649
+646
+21,533% +$8.07K ﹤0.01% 657
2024
Q4 		$49 Buy
+3
New +$47 ﹤0.01% 1589

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

Global Financial Private Client's NEO Position: Q2 2025 in Review

Global Financial Private Client sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 649 shares — an estimated $6.16K sold.

Global Financial Private Client first reported a position in NEO in Q4 2024 and held it in 2 quarters. The position peaked at $6.16K in Q1 2025. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • Global Financial Private Client reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 649 NeoGenomics shares in Q2 2025, an estimated $6.16K.
  • Global Financial Private Client first reported a position in NeoGenomics in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's NeoGenomics position peaked at $6.16K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.