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Naples Global Advisors’s NeoGenomics NEO Stock Holding History

Naples Global 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
Q1 		– Sell
-10,800
Closed -$127K – 449
2025
Q4 		$127K Hold
10,800
– – 0.01% 435
2025
Q3 		$83.4K Hold
10,800
– – 0.01% 434
2025
Q2 		$78.9K Hold
10,800
– – 0.01% 416
2025
Q1 		$102K Buy
10,800
+100
+0.9% +$1.25K 0.01% 396
2024
Q4 		$176K Hold
10,700
– – 0.02% 400
2024
Q3 		$158K Hold
10,700
– – 0.01% 397
2024
Q2 		$148K Hold
10,700
– – 0.01% 387
2024
Q1 		$168K Hold
10,700
– – 0.02% 401
2023
Q4 		$173K Hold
10,700
– – 0.02% 402
2023
Q3 		$132K Hold
10,700
– – 0.02% 391
2023
Q2 		$172K Hold
10,700
– – 0.02% 392
2023
Q1 		$186K Hold
10,700
– – 0.02% 383
2022
Q4 		$98.9K Hold
10,700
– – 0.01% 384
2022
Q3 		$92K Hold
10,700
– – 0.01% 368
2022
Q2 		$87K Hold
10,700
– – 0.01% 372
2022
Q1 		$130K Hold
10,700
– – 0.02% 391
2021
Q4 		$365K Hold
10,700
– – 0.04% 320
2021
Q3 		$516K Hold
10,700
– – 0.07% 271
2021
Q2 		$483K Hold
10,700
– – 0.07% 266
2021
Q1 		$516K Buy
10,700
+5,700
+114% +$297K 0.08% 256
2020
Q4 		$269K Buy
+5,000
New +$226K 0.05% 317

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Naples Global Advisors's NEO Position: Q1 2026 in Review

Naples Global Advisors sold out of NeoGenomics (NEO) in Q1 2026, closing a stake of 10,800 shares — an estimated $127K sold.

Naples Global Advisors first reported a position in NEO in Q4 2020 and held it in 21 quarters. The position peaked at $516K in Q3 2021. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

  • Naples Global Advisors reported no remaining NeoGenomics position as of Q1 2026 after selling out during the quarter.
  • Naples Global Advisors sold 10,800 NeoGenomics shares in Q1 2026, an estimated $127K.
  • Naples Global Advisors first reported a position in NeoGenomics in Q4 2020 and held it in 21 quarters.
  • Naples Global Advisors's NeoGenomics position peaked at $516K in Q3 2021.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.