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Third View Private Wealth’s NeoGenomics NEO Stock Holding History

Third View Private 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
2026
Q2 		– Sell
-14,310
Closed -$106K – 311
2026
Q1 		$106K Buy
+14,310
New +$151K 0.01% 265

Other funds holding NEO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.47B AUM 42.58% 1-Year Est. Return

Third View Private Wealth's NEO Position: Q2 2026 in Review

Third View Private Wealth sold out of NeoGenomics (NEO) in Q2 2026, closing a stake of 14,310 shares — an estimated $106K sold.

Third View Private Wealth first reported a position in NEO in Q1 2026 and held it in 1 quarter. The position peaked at $106K in Q1 2026. 95 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Third View Private Wealth reported no remaining NeoGenomics position as of Q2 2026 after selling out during the quarter.
  • Third View Private Wealth sold 14,310 NeoGenomics shares in Q2 2026, an estimated $106K.
  • Third View Private Wealth first reported a position in NeoGenomics in Q1 2026 and held it in 1 quarter.
  • Third View Private Wealth's NeoGenomics position peaked at $106K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.