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	–	2625
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

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return