JFS Wealth Advisors’s NeoGenomics NEO Stock Holding History

JFS Wealth 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
2026 Q2	$292	Buy	+20	New	+$193	﹤0.01%	2068
2025 Q1	–	Sell	-30	Closed	-$495	–	1974
2024 Q4	$495	Sell	30 -1	-3%	-$16	﹤0.01%	1776
2024 Q3	$458	Buy	31 +1	+3%	+$16	﹤0.01%	1806
2024 Q2	$417	Hold	30	–	–	﹤0.01%	1826
2024 Q1	$472	Sell	30 -1	-3%	-$15	﹤0.01%	1793
2023 Q4	$502	Buy	31 +29	+1,450%	+$475	﹤0.01%	1804
2023 Q3	$25	Sell	2 -9	-82%	-$134	﹤0.01%	1952
2023 Q2	$177	Buy	+11	New	+$181	﹤0.01%	1892

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JFS Wealth Advisors's NEO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in NeoGenomics (NEO) in Q2 2026: 20 shares worth $292. The stake represents ﹤0.01% of the portfolio and ranks #2068 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in NEO as recently as Q4 2024.

JFS Wealth Advisors first reported a position in NEO in Q2 2023 and has held it in 8 quarters since. The position peaked at $502 in Q4 2023. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

JFS Wealth Advisors held 20 shares of NeoGenomics worth $292 as of Q2 2026.
NeoGenomics was a new JFS Wealth Advisors position in Q2 2026.
NeoGenomics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2068 holding.
JFS Wealth Advisors first reported a position in NeoGenomics in Q2 2023 and has held it in 8 quarters since.
JFS Wealth Advisors's NeoGenomics position peaked at $502 in Q4 2023.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.