JWA
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JFS Wealth Advisors’s Neogen NEOG Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$135 Buy
+15
New +$138 ﹤0.01% 2206
2025
Q1 		– Sell
-6
Closed -$73 – 1973
2024
Q4 		$73 Sell
6
-50
-89% -$699 ﹤0.01% 1899
2024
Q3 		$942 Buy
56
+26
+87% +$428 ﹤0.01% 1707
2024
Q2 		$469 Buy
+30
New +$417 ﹤0.01% 1818
2023
Q4 		– Sell
-75
Closed -$1.39K – 2026
2023
Q3 		$1.39K Buy
75
+5
+7% +$109 ﹤0.01% 1499
2023
Q2 		$1.52K Buy
70
+25
+56% +$452 ﹤0.01% 1484
2023
Q1 		$834 Sell
45
-351
-89% -$6.6K ﹤0.01% 1627
2022
Q4 		$6.03K Hold
396
– – ﹤0.01% 919
2022
Q3 		$6K Buy
396
+377
+1,984% +$7.59K ﹤0.01% 931
2022
Q2 		$0 Sell
19
-24
-56% -$644 ﹤0.01% 1869
2022
Q1 		$1K Buy
43
+25
+139% +$899 ﹤0.01% 1692
2021
Q4 		$1K Buy
+18
New +$770 ﹤0.01% 1471

Other funds holding NEOG

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return