Wealth Enhancement Advisory Services
NEO icon

Wealth Enhancement Advisory Services’s NeoGenomics NEO Stock Holding History

Wealth Enhancement Advisory Services’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 		$578K Buy
40,942
+25,123
+159% +$242K ﹤0.01% 2551
2026
Q1 		$127K Buy
15,819
+4,719
+43% +$49.7K ﹤0.01% 3267
2025
Q4 		$142K Buy
+11,100
New +$120K ﹤0.01% 3362
2025
Q3 		– Sell
-14,908
Closed -$113K – 3662
2025
Q2 		$113K Buy
+14,908
New +$120K ﹤0.01% 3122

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FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's NEO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its NeoGenomics (NEO) stake by 159% in Q2 2026, buying an estimated $242K and bringing the position to 40,942 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Wealth Enhancement Advisory Services first reported a position in NEO in Q2 2025 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,942 shares of NeoGenomics worth $578K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 25,123 NeoGenomics shares in Q2 2026, an estimated $242K.
  • NeoGenomics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2551 holding.
  • Wealth Enhancement Advisory Services first reported a position in NeoGenomics in Q2 2025 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.