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ORG Wealth Partners’s NeoGenomics NEO Stock Holding History

ORG Wealth Partners’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
2025
Q1 		– Sell
-200
Closed -$3.3K – 792
2024
Q4 		$3.3K Hold
200
– – ﹤0.01% 454
2024
Q3 		$2.95K Buy
+200
New +$3.13K ﹤0.01% 434

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FLAM
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Janus Henderson Group
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State Street
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GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

ORG Wealth Partners's NEO Position: Q1 2025 in Review

ORG Wealth Partners sold out of NeoGenomics (NEO) in Q1 2025, closing a stake of 200 shares — an estimated $3.3K sold.

ORG Wealth Partners first reported a position in NEO in Q3 2024 and held it in 2 quarters. The position peaked at $3.3K in Q4 2024. 256 funds tracked by Wall St. Rank hold NEO as of Q1 2025.

  • ORG Wealth Partners reported no remaining NeoGenomics position as of Q1 2025 after selling out during the quarter.
  • ORG Wealth Partners sold 200 NeoGenomics shares in Q1 2025, an estimated $3.3K.
  • ORG Wealth Partners first reported a position in NeoGenomics in Q3 2024 and held it in 2 quarters.
  • ORG Wealth Partners's NeoGenomics position peaked at $3.3K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2025.

Based on ORG Wealth Partners's 13F filing for Q1 2025, filed 21 Apr 2025.