LPL Financial
NEO icon

LPL Financial’s NeoGenomics NEO Stock Holding History

LPL Financial’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
Q3 		$781K Buy
42,553
+27,371
+180% +$452K ﹤0.01% 4739
2026
Q2 		$221K Sell
15,182
-10,275
-40% -$99.2K ﹤0.01% 5685
2026
Q1 		$189K Buy
25,457
+8,031
+46% +$84.5K ﹤0.01% 5519
2025
Q4 		$205K Buy
17,426
+495
+3% +$5.34K ﹤0.01% 5430
2025
Q3 		$131K Buy
16,931
+1,606
+10% +$11.2K ﹤0.01% 5450
2025
Q2 		$112K Buy
15,325
+117
+0.8% +$944 ﹤0.01% 5245
2025
Q1 		$144K Sell
15,208
-4,523
-23% -$56.5K ﹤0.01% 4955
2024
Q4 		$325K Sell
19,731
-1,611
-8% -$25K ﹤0.01% 4455
2024
Q3 		$315K Sell
21,342
-841
-4% -$13.2K ﹤0.01% 4388
2024
Q2 		$308K Sell
22,183
-410
-2% -$5.81K ﹤0.01% 4248
2024
Q1 		$355K Buy
22,593
+3,655
+19% +$56.4K ﹤0.01% 4069
2023
Q4 		$306K Buy
18,938
+6,618
+54% +$108K ﹤0.01% 4078
2023
Q3 		$152K Buy
12,320
+364
+3% +$5.41K ﹤0.01% 4327
2023
Q2 		$192K Buy
+11,956
New +$197K ﹤0.01% 4166
2022
Q3 		– Sell
-11,417
Closed -$93K – 4483
2022
Q2 		$93K Sell
11,417
-2,009
-15% -$19.2K ﹤0.01% 4147
2022
Q1 		$163K Sell
13,426
-30
-0.2% -$631 ﹤0.01% 3880
2021
Q4 		$459K Sell
13,456
-16,786
-56% -$657K ﹤0.01% 3348
2021
Q3 		$1.46M Sell
30,242
-13,536
-31% -$627K ﹤0.01% 2296
2021
Q2 		$1.98M Buy
43,778
+2,028
+5% +$89.9K ﹤0.01% 1989
2021
Q1 		$2.01M Buy
41,750
+126
+0.3% +$6.56K ﹤0.01% 1835
2020
Q4 		$2.24M Buy
41,624
+5,611
+16% +$254K ﹤0.01% 1604
2020
Q3 		$1.33M Buy
36,013
+4,353
+14% +$162K ﹤0.01% 1719
2020
Q2 		$981K Buy
31,660
+4,276
+16% +$118K ﹤0.01% 1835
2020
Q1 		$756K Buy
27,384
+4,780
+21% +$143K ﹤0.01% 1812
2019
Q4 		$661K Buy
22,604
+1,315
+6% +$31.3K ﹤0.01% 2133
2019
Q3 		$407K Buy
21,289
+2,039
+11% +$47.8K ﹤0.01% 2434
2019
Q2 		$422K Buy
19,250
+455
+2% +$10K ﹤0.01% 2402
2019
Q1 		$385K Buy
18,795
+380
+2% +$6.6K ﹤0.01% 2434
2018
Q4 		$232K Sell
18,415
-1,429
-7% -$21.3K ﹤0.01% 2688
2018
Q3 		$305K Buy
+19,844
New +$274K ﹤0.01% 2683

Other funds holding NEO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Granite Investment Partners
Granite Investment Partners El Segundo, California $1.84B AUM 35.93% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

LPL Financial's NEO Position: Q3 2026 in Review

LPL Financial increased its NeoGenomics (NEO) stake by 180% in Q3 2026, buying an estimated $452K and bringing the position to 42,553 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #4739.

LPL Financial first reported a position in NEO in Q3 2018 and has held it in 30 quarters since. The position peaked at $2.24M in Q4 2020. 117 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

  • LPL Financial held 42,553 shares of NeoGenomics worth $781K as of Q3 2026.
  • LPL Financial bought 27,371 NeoGenomics shares in Q3 2026, an estimated $452K.
  • NeoGenomics made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4739 holding.
  • LPL Financial first reported a position in NeoGenomics in Q3 2018 and has held it in 30 quarters since.
  • LPL Financial's NeoGenomics position peaked at $2.24M in Q4 2020.
  • 117 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.