Root Financial Partners
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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
Q3 		$28.9K Buy
+1,576
New +$26K ﹤0.01% 1360
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

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

Root Financial Partners's NEO Position: Q3 2026 in Review

Root Financial Partners opened a new position in NeoGenomics (NEO) in Q3 2026: 1,576 shares worth $28.9K. The stake represents ﹤0.01% of the portfolio and ranks #1360 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NEO as recently as Q1 2026.

Root Financial Partners first reported a position in NEO in Q3 2025 and has held it in 4 quarters since. 157 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

  • Root Financial Partners held 1,576 shares of NeoGenomics worth $28.9K as of Q3 2026.
  • NeoGenomics was a new Root Financial Partners position in Q3 2026.
  • NeoGenomics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1360 holding.
  • Root Financial Partners first reported a position in NeoGenomics in Q3 2025 and has held it in 4 quarters since.
  • 157 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.