Private Advisor Group
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Private Advisor Group’s NeoGenomics NEO Stock Holding History

Private Advisor Group’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
Q3 		$394K Buy
+21,468
New +$354K ﹤0.01% 2346
2022
Q4 		– Sell
-15,124
Closed -$130K – 1866
2022
Q3 		$130K Sell
15,124
-300
-2% -$2.98K ﹤0.01% 1748
2022
Q2 		$126K Buy
15,424
+1,355
+10% +$12.9K ﹤0.01% 1923
2022
Q1 		$171K Sell
14,069
-4,960
-26% -$104K ﹤0.01% 1925
2021
Q4 		$649K Sell
19,029
-875
-4% -$34.3K ﹤0.01% 1321
2021
Q3 		$960K Buy
19,904
+3,275
+20% +$152K 0.01% 1228
2021
Q2 		$751K Buy
16,629
+1,800
+12% +$79.8K 0.01% 1207
2021
Q1 		$715K Sell
14,829
-12,352
-45% -$643K 0.01% 1149
2020
Q4 		$1.46M Buy
27,181
+5,456
+25% +$247K 0.02% 768
2020
Q3 		$801K Buy
21,725
+1,810
+9% +$67.3K 0.01% 875
2020
Q2 		$617K Buy
19,915
+880
+5% +$24.4K 0.01% 936
2020
Q1 		$526K Buy
19,035
+589
+3% +$17.6K 0.01% 876
2019
Q4 		$540K Buy
18,446
+8,252
+81% +$197K 0.01% 1011
2019
Q3 		$195K Buy
+10,194
New +$239K ﹤0.01% 1512

Other funds holding NEO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Emerald Advisers
Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Advisor Group's NEO Position: Q3 2026 in Review

Private Advisor Group opened a new position in NeoGenomics (NEO) in Q3 2026: 21,468 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #2346 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in NEO as recently as Q3 2022.

Private Advisor Group first reported a position in NEO in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.46M in Q4 2020. 157 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

  • Private Advisor Group held 21,468 shares of NeoGenomics worth $394K as of Q3 2026.
  • NeoGenomics was a new Private Advisor Group position in Q3 2026.
  • NeoGenomics made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2346 holding.
  • Private Advisor Group first reported a position in NeoGenomics in Q3 2019 and has held it in 14 quarters since.
  • Private Advisor Group's NeoGenomics position peaked at $1.46M in Q4 2020.
  • 157 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.