True Wealth Design’s Neogen NEOG Stock Holding History

True Wealth Design’s Portfolio NEOG Stock Details NEOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$551	Hold	43	–	–	﹤0.01%	2106
2026 Q2	$387	Hold	43	–	–	﹤0.01%	2290
2026 Q1	$400	Hold	43	–	–	﹤0.01%	2128
2025 Q4	$301	Hold	43	–	–	﹤0.01%	2121
2025 Q3	$246	Sell	43 -10	-19%	-$53	﹤0.01%	2252
2025 Q2	$254	Buy	+53	New	+$304	﹤0.01%	1998

Other funds holding NEOG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's NEOG Position: Q3 2026 in Review

True Wealth Design held its Neogen (NEOG) position steady in Q3 2026 at 43 shares worth $551. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

True Wealth Design first reported a position in NEOG in Q2 2025 and has held it in 6 quarters since. 21 funds tracked by Wall St. Rank hold NEOG as of Q3 2026.

True Wealth Design held 43 shares of Neogen worth $551 as of Q3 2026.
True Wealth Design left its Neogen share count unchanged in Q3 2026.
Neogen made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2106 holding.
True Wealth Design first reported a position in Neogen in Q2 2025 and has held it in 6 quarters since.
21 funds tracked by Wall St. Rank held Neogen as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.