Private Wealth Management Group’s NeoGenomics NEO Stock Holding History

Private Wealth Management 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 Q2	$4.8K	Hold	329	–	–	﹤0.01%	860
2026 Q1	$2.44K	Hold	329	–	–	﹤0.01%	1023
2025 Q4	$3.87K	Hold	329	–	–	﹤0.01%	876
2025 Q3	$2.54K	Buy	+329	New	+$2.3K	﹤0.01%	1035
2025 Q2	–	Sell	-41	Closed	-$390	–	1563
2025 Q1	$390	Hold	41	–	–	﹤0.01%	1429
2024 Q4	$676	Hold	41	–	–	﹤0.01%	1383
2024 Q3	$605	Hold	41	–	–	﹤0.01%	1396
2024 Q2	$569	Sell	41 -60	-59%	-$851	﹤0.01%	1414
2024 Q1	$1.59K	Buy	101 +60	+146%	+$926	﹤0.01%	1079
2023 Q4	$664	Buy	+41	New	+$671	﹤0.01%	1399

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

Private Wealth Management Group's NEO Position: Q2 2026 in Review

Private Wealth Management Group held its NeoGenomics (NEO) position steady in Q2 2026 at 329 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Private Wealth Management Group first reported a position in NEO in Q4 2023 and has held it in 10 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Private Wealth Management Group held 329 shares of NeoGenomics worth $4.8K as of Q2 2026.
Private Wealth Management Group left its NeoGenomics share count unchanged in Q2 2026.
NeoGenomics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #860 holding.
Private Wealth Management Group first reported a position in NeoGenomics in Q4 2023 and has held it in 10 quarters since.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.