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Legacy Wealth Management (Idaho)’s NeoGenomics NEO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-250
Closed -$1.85K – 668
2026
Q1 		$1.85K Hold
250
– – ﹤0.01% 789
2025
Q4 		$2.94K Hold
250
– – ﹤0.01% 618
2025
Q3 		$1.93K Hold
250
– – ﹤0.01% 547
2025
Q2 		$1.83K Hold
250
– – ﹤0.01% 527
2025
Q1 		$2.37K Hold
250
– – ﹤0.01% 516
2024
Q4 		$3.36K Hold
250
– – ﹤0.01% 434
2024
Q3 		$4.11K Buy
+250
New +$3.91K ﹤0.01% 406

Other funds holding NEO

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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

Legacy Wealth Management (Idaho)'s NEO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of NeoGenomics (NEO) in Q2 2026, closing a stake of 250 shares — an estimated $1.85K sold.

Legacy Wealth Management (Idaho) first reported a position in NEO in Q3 2024 and held it in 7 quarters. The position peaked at $4.11K in Q3 2024. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining NeoGenomics position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 250 NeoGenomics shares in Q2 2026, an estimated $1.85K.
  • Legacy Wealth Management (Idaho) first reported a position in NeoGenomics in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s NeoGenomics position peaked at $4.11K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.