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Kelleher Financial Advisors’s NeoGenomics NEO Stock Holding History

Kelleher Financial 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 		$29.2K Buy
2,000
+1,000
+100% +$9.65K ﹤0.01% 501
2026
Q1 		$7.42K Hold
1,000
– – ﹤0.01% 568
2025
Q4 		$11.8K Hold
1,000
– – ﹤0.01% 559
2025
Q3 		$7.72K Buy
+1,000
New +$7K ﹤0.01% 523

Other funds holding NEO

BlackRock
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Kelleher Financial Advisors's NEO Position: Q2 2026 in Review

Kelleher Financial Advisors increased its NeoGenomics (NEO) stake by 100% in Q2 2026, buying an estimated $9.65K and bringing the position to 2,000 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Kelleher Financial Advisors first reported a position in NEO in Q3 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Kelleher Financial Advisors held 2,000 shares of NeoGenomics worth $29.2K as of Q2 2026.
  • Kelleher Financial Advisors bought 1,000 NeoGenomics shares in Q2 2026, an estimated $9.65K.
  • NeoGenomics made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #501 holding.
  • Kelleher Financial Advisors first reported a position in NeoGenomics in Q3 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.