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NeoGenomics shares owned by Holos Integrated Wealth

Quarter-by-quarter ownership of NeoGenomics (NEO) shares owned by Holos Integrated Wealth from 13F filings

Historical chart of Holos Integrated Wealth investment in NeoGenomics

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All positions including NeoGenomics held by Holos Integrated Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NeoGenomics by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $76k 6.5k 11.76
2025-09-30 $59k 6.5k 9.10
2025-06-30 $154k 27k 5.80

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Legacy Ed Stock (LGCY)
Fidelity Total Bond Etf (FBND)
Fidelity Limited Term Bond Etf (FLTB)
Vanguard Multi-Sector Income Bond ETF Etf (VGMS)
Vanguard Mid Cap Etf (VO)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Vanguard High Yield ETF Etf
Schwab US Dividend Equity Etf (SCHD)
Innovator Defined Wealth Shield Etf (BALT)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
SPDR Russell 1000 Yield Focus Etf (ONEY)

View all positions for Holos Integrated Wealth

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
Luke P. La Valle, Jr.
Partner Fund Management

View all funds holding NeoGenomics