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Creative Planning NEO Position History
NeoGenomics, Inc. • Healthcare
Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $337K |
| Q3 2025 | $2K |
| Q4 2025 | $635K |
| Q1 2026 | $450K |
| Q2 2026 | $3K |
| Q2 2026 | $961K |
| Q3 2026 | $4K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 75.7K | — | — |
| Q3 2026 | $4K | 235 | — | — |
| Q2 2026 | $961K | 65.8K | — | — |
| Q2 2026 | $3K | 235 | — | — |
| Q1 2026 | $450K | 60.6K | — | — |
| Q4 2025 | $635K | 54.0K | — | — |
| Q3 2025 | $2K | 254 | — | — |
| Q3 2025 | $337K | 43.7K | — | — |
Other funds holding NEO
$241.1M
$198.7M
$151M
$133M
$101.5M
$100.1M