PWPS
NEO icon

Pinnacle Wealth Planning Services’s NeoGenomics NEO Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.5K Sell
2,497
-95
-4% -$1K ﹤0.01% 1728
2025
Q4 		$30.5K Buy
+2,592
New +$28K ﹤0.01% 1506
2022
Q4 		– Sell
-10,089
Closed -$87K – 478
2022
Q3 		$87K Buy
+10,089
New +$100K 0.02% 377
2021
Q1 		– Sell
-1,383
Closed -$74K – 1371
2020
Q4 		$74K Buy
+1,383
New +$62.5K 0.02% 613

Other funds holding NEO

BlackRock
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
GF
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return