Global Retirement Partners’s Neogen NEOG Stock Holding History

Global Retirement Partners’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
2025 Q4	$9.38K	Buy	1,342 +1,070	+393%	+$6.73K	﹤0.01%	3185
2025 Q3	$1.55K	Hold	272	–	–	﹤0.01%	3394
2025 Q2	$1.3K	Buy	+272	New	+$1.56K	﹤0.01%	3377
2024 Q4	$1.78K	Hold	147	–	–	﹤0.01%	3115
2024 Q3	$2.47K	Hold	147	–	–	﹤0.01%	2865
2024 Q2	$2.3K	Buy	147 +3	+2%	+$42	﹤0.01%	2920
2024 Q1	$2.27K	Sell	144 -46	-24%	-$770	﹤0.01%	2698
2023 Q4	$3.42K	Buy	190 +19	+11%	+$322	﹤0.01%	2471
2023 Q3	$2.99K	Buy	171 +38	+29%	+$828	﹤0.01%	2381
2023 Q2	$2.89K	Sell	133 -33	-20%	-$597	﹤0.01%	2403
2023 Q1	$2.9K	Hold	166	–	–	﹤0.01%	2368
2022 Q4	$2.53K	Hold	166	–	–	﹤0.01%	2271
2022 Q3	$2K	Buy	166 +132	+388%	+$2.66K	﹤0.01%	2273
2022 Q2	$1K	Sell	34 -26	-43%	-$698	﹤0.01%	2490
2022 Q1	$2K	Buy	+60	New	+$2.16K	﹤0.01%	2215

Other funds holding NEOG

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CIBC World Markets New York $19.9B AUM