Holos Integrated Wealth’s NeoGenomics NEO Stock Holding History

Holos Integrated Wealth’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 Q3	$107K	Hold	6,500	–	–	0.05%	121
2026 Q2	$94.2K	Hold	6,500	–	–	0.04%	123
2026 Q1	$52.4K	Hold	6,500	–	–	0.03%	154
2025 Q4	$76.4K	Hold	6,500	–	–	0.04%	107
2025 Q3	$59.2K	Sell	6,500 -20,000	-75%	-$140K	0.03%	111
2025 Q2	$154K	Hold	26,500	–	–	0.09%	72
2025 Q1	$251K	Hold	26,500	–	–	0.16%	54
2024 Q4	$437K	Buy	+26,500	New	+$412K	0.3%	39

Other funds holding NEO

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBCM

Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Holos Integrated Wealth's NEO Position: Q3 2026 in Review

Holos Integrated Wealth held its NeoGenomics (NEO) position steady in Q3 2026 at 6,500 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #121.

Holos Integrated Wealth first reported a position in NEO in Q4 2024 and has held it in 8 quarters since. The position peaked at $437K in Q4 2024. 47 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

Holos Integrated Wealth held 6,500 shares of NeoGenomics worth $107K as of Q3 2026.
Holos Integrated Wealth left its NeoGenomics share count unchanged in Q3 2026.
NeoGenomics made up 0.05% of Holos Integrated Wealth's portfolio in Q3 2026, its #121 holding.
Holos Integrated Wealth first reported a position in NeoGenomics in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's NeoGenomics position peaked at $437K in Q4 2024.
47 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.