Spire Wealth Management’s NeoGenomics NEO Stock Holding History

Spire 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 Q2	$744	Buy	+51	New	+$492	﹤0.01%	2175
2022 Q1	–	Sell	-50	Closed	-$2K	–	2753
2021 Q4	$2K	Buy	+50	New	+$1.96K	﹤0.01%	2789
2021 Q3	–	Sell	-700	Closed	-$32K	–	2624
2021 Q2	$32K	Buy	700 +400	+133%	+$17.7K	﹤0.01%	1668
2021 Q1	$14K	Buy	+300	New	+$15.6K	﹤0.01%	2302

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

Spire Wealth Management's NEO Position: Q2 2026 in Review

Spire Wealth Management opened a new position in NeoGenomics (NEO) in Q2 2026: 51 shares worth $744. The stake represents ﹤0.01% of the portfolio and ranks #2175 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in NEO as recently as Q4 2021.

Spire Wealth Management first reported a position in NEO in Q1 2021 and has held it in 4 quarters since. The position peaked at $32K in Q2 2021. 267 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

Spire Wealth Management held 51 shares of NeoGenomics worth $744 as of Q2 2026.
NeoGenomics was a new Spire Wealth Management position in Q2 2026.
NeoGenomics made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2175 holding.
Spire Wealth Management first reported a position in NeoGenomics in Q1 2021 and has held it in 4 quarters since.
Spire Wealth Management's NeoGenomics position peaked at $32K in Q2 2021.
267 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.