Back to NEO
Pinnacle Wealth Planning Services, Inc. → NEO
Pinnacle Wealth Planning Services, Inc. NEO Position History
NeoGenomics, Inc. • Healthcare
Quarters held
4
Latest value
$53K
Q3 2026
Peak value
$53K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $30K |
| Q1 2026 | $19K |
| Q2 2026 | $41K |
| Q3 2026 | $53K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53K | 2.9K | — | — |
| Q2 2026 | $41K | 2.8K | — | — |
| Q1 2026 | $19K | 2.5K | — | — |
| Q4 2025 | $30K | 2.6K | — | — |
Other funds holding NEO
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$101.5M
$100.1M