Sound Income Strategies’s NeoGenomics NEO Stock Holding History

Sound Income Strategies’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	-200	Closed	-$1.55K	–	1707
2026 Q1	$1.55K	Hold	200	–	–	﹤0.01%	2212
2025 Q4	$2.56K	Hold	200	–	–	﹤0.01%	2065
2025 Q3	$1.79K	Hold	200	–	–	﹤0.01%	1360
2025 Q2	$1.46K	Hold	200	–	–	﹤0.01%	1312
2025 Q1	$1.9K	Hold	200	–	–	﹤0.01%	1246
2024 Q4	$3.3K	Hold	200	–	–	﹤0.01%	1077
2024 Q3	$2.95K	Hold	200	–	–	﹤0.01%	1060
2024 Q2	$2.77K	Hold	200	–	–	﹤0.01%	1053
2024 Q1	$3.14K	Hold	200	–	–	﹤0.01%	978
2023 Q4	$3.24K	Hold	200	–	–	﹤0.01%	967
2023 Q3	$2.46K	Hold	200	–	–	﹤0.01%	871
2023 Q2	$3.21K	Hold	200	–	–	﹤0.01%	819
2023 Q1	$3.48K	Hold	200	–	–	﹤0.01%	753
2022 Q4	$1.85K	Hold	200	–	–	﹤0.01%	781
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	723
2022 Q2	$2K	Hold	200	–	–	﹤0.01%	733
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	728
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	536
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	457
2021 Q2	$9K	Hold	200	–	–	﹤0.01%	505
2021 Q1	$9.65K	Hold	200	–	–	﹤0.01%	491
2020 Q4	$11K	Hold	200	–	–	﹤0.01%	434
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	488
2020 Q2	$6K	Buy	+200	New	+$5.54K	﹤0.01%	481

Other funds holding NEO

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's NEO Position: Q2 2026 in Review

Sound Income Strategies sold out of NeoGenomics (NEO) in Q2 2026, closing a stake of 200 shares — an estimated $1.55K sold.

Sound Income Strategies first reported a position in NEO in Q2 2020 and held it in 24 quarters. The position peaked at $11K in Q4 2020. 158 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Sound Income Strategies reported no remaining NeoGenomics position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 200 NeoGenomics shares in Q2 2026, an estimated $1.55K.
Sound Income Strategies first reported a position in NeoGenomics in Q2 2020 and held it in 24 quarters.
Sound Income Strategies's NeoGenomics position peaked at $11K in Q4 2020.
158 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.