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Sunbelt Securities’s NeoGenomics NEO Stock Holding History

Sunbelt Securities’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 		$950 Sell
128
-14
-10% -$147 ﹤0.01% 2113
2025
Q4 		$1.67K Buy
142
+14
+11% +$151 ﹤0.01% 1937
2025
Q3 		$988 Hold
128
– – ﹤0.01% 2057
2025
Q2 		$2.11K Hold
128
– – ﹤0.01% 1588
2025
Q1 		$1.22K Hold
128
– – ﹤0.01% 1630
2024
Q4 		$2.17K Sell
128
-444
-78% -$6.89K ﹤0.01% 1587
2024
Q3 		$8.44K Sell
572
-152
-21% -$2.38K ﹤0.01% 1327
2024
Q2 		$10K Sell
724
-38
-5% -$539 ﹤0.01% 1268
2024
Q1 		$12K Sell
762
-1,424
-65% -$22K ﹤0.01% 1199
2023
Q4 		$35.4K Sell
2,186
-31
-1% -$507 ﹤0.01% 889
2023
Q3 		$27.3K Buy
2,217
+338
+18% +$5.03K ﹤0.01% 939
2023
Q2 		$30.2K Sell
1,879
-514
-21% -$8.47K ﹤0.01% 911
2023
Q1 		$42.1K Sell
2,393
-26,511
-92% -$378K 0.01% 794
2022
Q4 		$267K Buy
28,904
+7,450
+35% +$69.5K 0.05% 374
2022
Q3 		$185K Sell
21,454
-951
-4% -$9.44K 0.04% 410
2022
Q2 		$183K Buy
22,405
+486
+2% +$4.64K 0.04% 421
2022
Q1 		$284K Buy
21,919
+3,649
+20% +$76.8K 0.05% 372
2021
Q4 		$410K Buy
18,270
+2,241
+14% +$87.8K 0.07% 306
2021
Q3 		$695K Hold
16,029
– – 0.12% 200
2021
Q2 		$695K Buy
16,029
+918
+6% +$40.7K 0.13% 200
2021
Q1 		$729K Buy
15,111
+756
+5% +$39.4K 0.14% 179
2020
Q4 		$773K Buy
14,355
+1,227
+9% +$55.4K 0.16% 155
2020
Q3 		$519K Buy
+13,128
New +$488K 0.14% 187
2020
Q2 		– Sell
-54,472
Closed -$1.63M – 352
2020
Q1 		$1.63M Buy
+54,472
New +$1.63M 0.07% 107

Other funds holding NEO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Sunbelt Securities's NEO Position: Q1 2026 in Review

Sunbelt Securities reduced its NeoGenomics (NEO) stake by 9.9% in Q1 2026, selling an estimated $147 and leaving 128 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #2113.

Sunbelt Securities first reported a position in NEO in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.63M in Q1 2020. 253 funds tracked by Wall St. Rank hold NEO as of Q1 2026.

  • Sunbelt Securities held 128 shares of NeoGenomics worth $950 as of Q1 2026.
  • Sunbelt Securities sold 14 NeoGenomics shares in Q1 2026, an estimated $147.
  • NeoGenomics made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2113 holding.
  • Sunbelt Securities first reported a position in NeoGenomics in Q1 2020 and has held it in 24 quarters since.
  • Sunbelt Securities's NeoGenomics position peaked at $1.63M in Q1 2020.
  • 253 funds tracked by Wall St. Rank held NeoGenomics as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.