Spire Wealth Management
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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
Q3 		$936 Hold
51
– – ﹤0.01% 2116
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

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

Spire Wealth Management's NEO Position: Q3 2026 in Review

Spire Wealth Management held its NeoGenomics (NEO) position steady in Q3 2026 at 51 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #2116.

Spire Wealth Management first reported a position in NEO in Q1 2021 and has held it in 5 quarters since. The position peaked at $32K in Q2 2021. 157 funds tracked by Wall St. Rank hold NEO as of Q3 2026.

  • Spire Wealth Management held 51 shares of NeoGenomics worth $936 as of Q3 2026.
  • Spire Wealth Management left its NeoGenomics share count unchanged in Q3 2026.
  • NeoGenomics made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2116 holding.
  • Spire Wealth Management first reported a position in NeoGenomics in Q1 2021 and has held it in 5 quarters since.
  • Spire Wealth Management's NeoGenomics position peaked at $32K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held NeoGenomics as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.