SHP Wealth Management’s NeoGenomics NEO Stock Holding History

SHP Wealth Management’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 Q1	–	Sell	-3	Closed	-$35	–	1884
2025 Q4	$35	Buy	+3	New	+$32	﹤0.01%	1532

Other funds holding NEO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

SHP Wealth Management's NEO Position: Q1 2026 in Review

SHP Wealth Management sold out of NeoGenomics (NEO) in Q1 2026, closing a stake of 3 shares — an estimated $35 sold.

SHP Wealth Management first reported a position in NEO in Q4 2025 and held it in 1 quarter. The position peaked at $35 in Q4 2025. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

SHP Wealth Management reported no remaining NeoGenomics position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 3 NeoGenomics shares in Q1 2026, an estimated $35.
SHP Wealth Management first reported a position in NeoGenomics in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's NeoGenomics position peaked at $35 in Q4 2025.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.