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Stephens Consulting’s NeoGenomics NEO Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-40
Closed -$380 – 1700
2025
Q1 		$380 Buy
+40
New +$499 ﹤0.01% 1137
2024
Q3 		– Sell
-87
Closed -$1.21K – 607
2024
Q2 		$1.21K Buy
+87
New +$1.23K ﹤0.01% 578

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stephens Consulting's NEO Position: Q2 2025 in Review

Stephens Consulting sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 40 shares — an estimated $380 sold.

Stephens Consulting first reported a position in NEO in Q2 2024 and held it in 2 quarters. The position peaked at $1.21K in Q2 2024. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

  • Stephens Consulting reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 40 NeoGenomics shares in Q2 2025, an estimated $380.
  • Stephens Consulting first reported a position in NeoGenomics in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's NeoGenomics position peaked at $1.21K in Q2 2024.
  • 274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.