Perigon Wealth Management’s NeoGenomics NEO Stock Holding History

Perigon Wealth Management’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	$165K	Buy	+11,325	New	+$109K	﹤0.01%	1388

Other funds holding NEO

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Perigon Wealth Management's NEO Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in NeoGenomics (NEO) in Q2 2026: 11,325 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1388 among its holdings.

266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Perigon Wealth Management held 11,325 shares of NeoGenomics worth $165K as of Q2 2026.
NeoGenomics was a new Perigon Wealth Management position in Q2 2026.
NeoGenomics made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1388 holding.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.