Y-Intercept (HK)’s NeoGenomics NEO Stock Holding History

Y-Intercept (HK)’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	-139,809	Closed	-$1.04M	–	2019
2026 Q1	$1.04M	Buy	139,809 +56,284	+67%	+$592K	0.02%	1017
2025 Q4	$982K	Sell	83,525 -82,365	-50%	-$889K	0.02%	988
2025 Q3	$1.28M	Buy	+165,890	New	+$1.16M	0.03%	851
2024 Q1	–	Sell	-38,520	Closed	-$623K	–	1629
2023 Q4	$623K	Buy	38,520 +28,460	+283%	+$466K	0.06%	495
2023 Q3	$124K	Buy	+10,060	New	+$150K	0.01%	951
2023 Q1	–	Sell	-43,786	Closed	-$405K	–	1418
2022 Q4	$405K	Buy	43,786 +29,473	+206%	+$275K	0.06%	518
2022 Q3	$123K	Buy	+14,313	New	+$142K	0.01%	871
2022 Q2	–	Sell	-57,929	Closed	-$704K	–	1081
2022 Q1	$704K	Buy	+57,929	New	+$1.22M	0.16%	181
2021 Q2	–	Sell	-6,905	Closed	-$309K	–	802
2021 Q1	$309K	Buy	+6,905	New	+$359K	0.08%	389

Other funds holding NEO

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return