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NeoGenomics shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of NeoGenomics (NEO) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in NeoGenomics

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All positions including NeoGenomics held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NeoGenomics by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $77k 10k 7.72
2025-06-30 $73k 10k 7.31
2023-03-31 $174k 10k 17.41
2022-12-31 $92k 10k 9.24
2022-09-30 $86k 10k 8.60
2022-06-30 $82k 10k 8.20

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding NeoGenomics

BlackRock
Vanguard Group
First Light Asset Management
Greenhouse Funds L
Millennium Management
State Street Corporation
Deerfield Management Company
Dimensional Fund Advisors
Schroder Investment Management Group
Citadel Advisors
D. E. Shaw & Co
Geode Capital Management
Macquarie Group
Morgan Stanley
Luke P. La Valle, Jr.

View all funds holding NeoGenomics