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CFG Wealth Management Services, Inc. → NEO
CFG Wealth Management Services, Inc. NEO Position History
NeoGenomics, Inc. • Healthcare
Quarters held
1
Latest value
$97K
Q3 2026
Peak value
$97K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $97K | 5.5K | — | — |
Other funds holding NEO
$241.1M
$198.7M
$151M
$133M
$101.5M
$100.1M
Other CFG Wealth Management Services, Inc. positions
SCHW-PJ
$14.1MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.7MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.7MSCHWAB U.S. AGGREGATE BOND ETF
SCHW-PJ
$13.1MSCHWAB US AGGREGATE BONDETF
SCHW-PJ
$9.1MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$9.1MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$8.9MSCHWAB INTERNATIONAL EQUITY ETF
SCHW-PJ
$8.7MSCHWAB INTERNATIONAL EQUITY ETF