Back to NEO
Holos Integrated Wealth LLC → NEO
Holos Integrated Wealth LLC NEO Position History
NeoGenomics, Inc. • Healthcare
Quarters held
5
Latest value
$107K
Q3 2026
Peak value
$107K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $59K |
| Q4 2025 | $76K |
| Q1 2026 | $52K |
| Q2 2026 | $94K |
| Q3 2026 | $107K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $107K | 6.5K | — | — |
| Q2 2026 | $94K | 6.5K | — | — |
| Q1 2026 | $52K | 6.5K | — | — |
| Q4 2025 | $76K | 6.5K | — | — |
| Q3 2025 | $59K | 6.5K | — | — |
Other funds holding NEO
$241.1M
$198.7M
$151M
$133M
$101.5M
$100.1M
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond