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Root Financial Partners, LLC → NEO
Root Financial Partners, LLC NEO Position History
NeoGenomics, Inc. • Healthcare
Quarters held
4
Latest value
$29K
Q3 2026
Peak value
$29K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12K |
| Q4 2025 | $18K |
| Q1 2026 | $11K |
| Q3 2026 | $29K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $29K | 1.6K | — | — |
| Q1 2026 | $11K | 1.5K | — | — |
| Q4 2025 | $18K | 1.5K | — | — |
| Q3 2025 | $12K | 1.5K | — | — |
Other funds holding NEO
$241.1M
$198.7M
$151M
$133M
$101.5M
$100.1M
Other Root Financial Partners, LLC positions
CRDO
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CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF