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 Q2	$94.3K	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	$59.1K	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

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Miller Global Investments Dallas, Texas $121M AUM