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Root Financial Partners’s NeoGenomics NEO Stock Holding History

Root Financial Partners’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 		– Sell
-1,529
Closed -$11.3K – 2170
2026
Q1 		$11.3K Hold
1,529
– – ﹤0.01% 1621
2025
Q4 		$18K Hold
1,529
– – ﹤0.01% 1234
2025
Q3 		$11.8K Buy
+1,529
New +$10.7K ﹤0.01% 1383

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GF
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Vanguard Portfolio Management
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State Street
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NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
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

Root Financial Partners's NEO Position: Q2 2026 in Review

Root Financial Partners sold out of NeoGenomics (NEO) in Q2 2026, closing a stake of 1,529 shares — an estimated $11.3K sold.

Root Financial Partners first reported a position in NEO in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q4 2025. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Root Financial Partners reported no remaining NeoGenomics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,529 NeoGenomics shares in Q2 2026, an estimated $11.3K.
  • Root Financial Partners first reported a position in NeoGenomics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's NeoGenomics position peaked at $18K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.