Physician Wealth Advisors’s NeoGenomics NEO Stock Holding History

Physician Wealth 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 Q2	$1.64K	Hold	112	–	–	﹤0.01%	1593
2026 Q1	$832	Buy	+112	New	+$1.18K	﹤0.01%	1772
2025 Q3	–	Sell	-198	Closed	-$1.45K	–	1992
2025 Q2	$1.45K	Buy	198 +97	+96%	+$783	﹤0.01%	1180
2025 Q1	$959	Buy	+101	New	+$1.26K	﹤0.01%	1104

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

Physician Wealth Advisors's NEO Position: Q2 2026 in Review

Physician Wealth Advisors held its NeoGenomics (NEO) position steady in Q2 2026 at 112 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1593.

Physician Wealth Advisors first reported a position in NEO in Q1 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Physician Wealth Advisors held 112 shares of NeoGenomics worth $1.64K as of Q2 2026.
Physician Wealth Advisors left its NeoGenomics share count unchanged in Q2 2026.
NeoGenomics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1593 holding.
Physician Wealth Advisors first reported a position in NeoGenomics in Q1 2025 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.