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

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 $59.6B 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

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 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