Mark Sheptoff Financial Planning’s NeoGenomics NEO Stock Holding History

Mark Sheptoff Financial Planning’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 Q1	–	Sell	-1,300	Closed	-$15.3K	–	552
2025 Q4	$15.3K	Hold	1,300	–	–	0.01%	306
2025 Q3	$10K	Hold	1,300	–	–	﹤0.01%	342
2025 Q2	$9.5K	Hold	1,300	–	–	0.01%	342
2025 Q1	$12.3K	Hold	1,300	–	–	0.01%	301
2024 Q4	$21.4K	Hold	1,300	–	–	0.01%	253
2024 Q3	$19.2K	Hold	1,300	–	–	0.01%	250
2024 Q2	$18K	Hold	1,300	–	–	0.01%	262
2024 Q1	$20.4K	Hold	1,300	–	–	0.01%	236
2023 Q4	$21K	Hold	1,300	–	–	0.01%	222
2023 Q3	$16K	Hold	1,300	–	–	0.01%	228
2023 Q2	$20.9K	Hold	1,300	–	–	0.01%	221
2023 Q1	$22.6K	Hold	1,300	–	–	0.01%	211
2022 Q4	$12K	Hold	1,300	–	–	0.01%	255
2022 Q3	$11K	Hold	1,300	–	–	0.01%	248
2022 Q2	$11K	Hold	1,300	–	–	0.01%	254
2022 Q1	$16K	Sell	1,300 -15,800	-92%	-$332K	0.01%	264
2021 Q4	$583K	Hold	17,100	–	–	0.28%	60
2021 Q3	$825K	Sell	17,100 -500	-3%	-$23.1K	0.45%	45
2021 Q2	$795K	Sell	17,600 -300	-2%	-$13.3K	0.43%	44
2021 Q1	$863K	Hold	17,900	–	–	0.5%	43
2020 Q4	$964K	Hold	17,900	–	–	0.55%	38
2020 Q3	$660K	Hold	17,900	–	–	0.41%	45
2020 Q2	$555K	Hold	17,900	–	–	0.36%	47
2020 Q1	$494K	Sell	17,900 -2,600	-13%	-$77.9K	0.37%	47
2019 Q4	$600K	Sell	20,500 -1,000	-5%	-$23.8K	0.38%	50
2019 Q3	$411K	Buy	21,500 +400	+2%	+$9.38K	0.28%	60
2019 Q2	$463K	Buy	21,100 +14,200	+206%	+$312K	0.32%	60
2019 Q1	$141K	Buy	+6,900	New	+$120K	0.1%	104

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Mark Sheptoff Financial Planning's NEO Position: Q1 2026 in Review

Mark Sheptoff Financial Planning sold out of NeoGenomics (NEO) in Q1 2026, closing a stake of 1,300 shares — an estimated $15.3K sold.

Mark Sheptoff Financial Planning first reported a position in NEO in Q1 2019 and held it in 28 quarters. The position peaked at $964K in Q4 2020. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

Mark Sheptoff Financial Planning reported no remaining NeoGenomics position as of Q1 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,300 NeoGenomics shares in Q1 2026, an estimated $15.3K.
Mark Sheptoff Financial Planning first reported a position in NeoGenomics in Q1 2019 and held it in 28 quarters.
Mark Sheptoff Financial Planning's NeoGenomics position peaked at $964K in Q4 2020.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.