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Wealth Enhancement Trust Services’s NeoGenomics NEO Stock Holding History

Wealth Enhancement Trust 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 		$1.08K Buy
+74
New +$714 ﹤0.01% 1115

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in NeoGenomics (NEO) in Q2 2026: 74 shares worth $1.08K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings.

172 funds tracked by Wall St. Rank hold NEO as of Q2 2026.

  • Wealth Enhancement Trust Services held 74 shares of NeoGenomics worth $1.08K as of Q2 2026.
  • NeoGenomics was a new Wealth Enhancement Trust Services position in Q2 2026.
  • NeoGenomics made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1115 holding.
  • 172 funds tracked by Wall St. Rank held NeoGenomics as of Q2 2026.

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