True Wealth Design’s NeoGenomics NEO Stock Holding History

True Wealth Design’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	$1.43K	Buy	+98	New	+$946	﹤0.01%	1847
2026 Q1	–	Sell	-10	Closed	-$118	–	2793
2025 Q4	$118	Buy	+10	New	+$108	﹤0.01%	2309
2025 Q3	–	Sell	-497	Closed	-$3.63K	–	2821
2025 Q2	$3.63K	Buy	497 +390	+364%	+$3.15K	﹤0.01%	938
2025 Q1	$1.02K	Buy	+107	New	+$1.34K	﹤0.01%	1255
2023 Q2	–	Sell	-800	Closed	-$13.9K	–	844
2023 Q1	$13.9K	Hold	800	–	–	0.01%	223
2022 Q4	$7.39K	Buy	+800	New	+$7.46K	﹤0.01%	232

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

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

True Wealth Design's NEO Position: Q2 2026 in Review

True Wealth Design opened a new position in NeoGenomics (NEO) in Q2 2026: 98 shares worth $1.43K. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings. This is a return to the name: True Wealth Design previously reported a position in NEO as recently as Q4 2025.

True Wealth Design first reported a position in NEO in Q4 2022 and has held it in 6 quarters since. The position peaked at $13.9K in Q1 2023. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

True Wealth Design held 98 shares of NeoGenomics worth $1.43K as of Q2 2026.
NeoGenomics was a new True Wealth Design position in Q2 2026.
NeoGenomics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1847 holding.
True Wealth Design first reported a position in NeoGenomics in Q4 2022 and has held it in 6 quarters since.
True Wealth Design's NeoGenomics position peaked at $13.9K in Q1 2023.
266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.