Summit Securities Group’s NeoGenomics NEO Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-944	Closed	-$11.1K	–	1270
2025 Q4	$11.1K	Buy	+944	New	+$10.2K	﹤0.01%	887

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

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Summit Securities Group's NEO Position: Q1 2026 in Review

Summit Securities Group sold out of NeoGenomics (NEO) in Q1 2026, closing a stake of 944 shares — an estimated $11.1K sold.

Summit Securities Group first reported a position in NEO in Q4 2025 and held it in 1 quarter. The position peaked at $11.1K in Q4 2025. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

Summit Securities Group reported no remaining NeoGenomics position as of Q1 2026 after selling out during the quarter.
Summit Securities Group sold 944 NeoGenomics shares in Q1 2026, an estimated $11.1K.
Summit Securities Group first reported a position in NeoGenomics in Q4 2025 and held it in 1 quarter.
Summit Securities Group's NeoGenomics position peaked at $11.1K in Q4 2025.
253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.