PS
NEO icon

Principal Securities’s NeoGenomics NEO Stock Holding History

Principal Securities’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
Q4 		– Sell
-50
Closed -$386 – 2733
2025
Q3 		$386 Hold
50
– – ﹤0.01% 3577
2025
Q2 		$366 Hold
50
– – ﹤0.01% 3531
2025
Q1 		$824 Hold
50
– – ﹤0.01% 3256
2024
Q4 		$824 Hold
50
– – ﹤0.01% 3249
2024
Q3 		$738 Sell
50
-100
-67% -$1.56K ﹤0.01% 3204
2024
Q2 		$2.08K Sell
150
-150
-50% -$2.13K ﹤0.01% 2904
2024
Q1 		$4.72K Hold
300
– – ﹤0.01% 2630
2023
Q4 		$4.85K Buy
+300
New +$4.91K ﹤0.01% 2542

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Principal Securities's NEO Position: Q4 2025 in Review

Principal Securities sold out of NeoGenomics (NEO) in Q4 2025, closing a stake of 50 shares — an estimated $386 sold.

Principal Securities first reported a position in NEO in Q4 2023 and held it in 8 quarters. The position peaked at $4.85K in Q4 2023. 256 funds tracked by Wall St. Rank hold NEO as of Q4 2025.

  • Principal Securities reported no remaining NeoGenomics position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 50 NeoGenomics shares in Q4 2025, an estimated $386.
  • Principal Securities first reported a position in NeoGenomics in Q4 2023 and held it in 8 quarters.
  • Principal Securities's NeoGenomics position peaked at $4.85K in Q4 2023.
  • 256 funds tracked by Wall St. Rank held NeoGenomics as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.