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 Q2	$41.2K	Buy	2,822 +325	+13%	+$3.14K	﹤0.01%	1410
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 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

Pinnacle Wealth Planning Services's NEO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its NeoGenomics (NEO) stake by 13% in Q2 2026, buying an estimated $3.14K and bringing the position to 2,822 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Pinnacle Wealth Planning Services first reported a position in NEO in Q4 2020 and has held it in 5 quarters since. The position peaked at $87K in Q3 2022. 267 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Pinnacle Wealth Planning Services held 2,822 shares of NeoGenomics worth $41.2K as of Q2 2026.
Pinnacle Wealth Planning Services bought 325 NeoGenomics shares in Q2 2026, an estimated $3.14K.
NeoGenomics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1410 holding.
Pinnacle Wealth Planning Services first reported a position in NeoGenomics in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's NeoGenomics position peaked at $87K in Q3 2022.
267 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.