SVB Wealth’s NeoGenomics NEO Stock Holding History

SVB Wealth’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	-58	Closed	-$550	–	1200
2025 Q1	$550	Buy	+58	New	+$724	﹤0.01%	1392

Other funds holding NEO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SVB Wealth's NEO Position: Q2 2025 in Review

SVB Wealth sold out of NeoGenomics (NEO) in Q2 2025, closing a stake of 58 shares — an estimated $550 sold.

SVB Wealth first reported a position in NEO in Q1 2025 and held it in 1 quarter. The position peaked at $550 in Q1 2025. 274 funds tracked by Wall St. Rank hold NEO as of Q2 2025.

SVB Wealth reported no remaining NeoGenomics position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 58 NeoGenomics shares in Q2 2025, an estimated $550.
SVB Wealth first reported a position in NeoGenomics in Q1 2025 and held it in 1 quarter.
SVB Wealth's NeoGenomics position peaked at $550 in Q1 2025.
274 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.