Congress Wealth Management LLC / DE / »

NeoGenomics shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of NeoGenomics (NEO) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in NeoGenomics

Tip: Access up to 7 years of quarterly data

All positions including NeoGenomics held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in NeoGenomics by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $165k 23k 7.31
2025-03-31 $775k 82k 9.50

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

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