Beaird Harris Wealth Management, LLC NEO NEOGENOMICS INC

Ownership history in Beaird Harris Wealth Management, LLC  ·  18 quarters on record

AI Ownership Summary

Beaird Harris Wealth Management, LLC reported NEOGENOMICS INC (NEO) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows NEO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaird Harris Wealth Management, LLC's position in NEOGENOMICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NEO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beaird Harris Wealth Management, LLC held NEO — position size vs. price
% of Fund (quarterly)    NEO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 2,225 0% 0.00% $32K 2026-07-08 $14.24
2026 Q1 UNCHANGED 2,225 0% 0.00% $17K 2026-05-14 $8.36
2025 Q4 UNCHANGED 2,225 0% 0.00% $26K 2026-02-23 $9.97
2025 Q3 UNCHANGED 2,225 0% 0.00% $17K 2025-11-13 $10.01
2025 Q2 REDUCED 16.8% +6.3% 2,225 -450 -16.8% 0.00% $16K 2025-08-14 $6.20
2025 Q1 UNCHANGED 2,675 0% 0.00% $25K 2025-05-15 $7.84
2024 Q4 UNCHANGED 2,675 0% 0.00% $44K 2025-02-10 $13.51
2024 Q3 UNCHANGED 2,675 0% 0.00% $39K 2024-12-02 $18.00
2024 Q2 UNCHANGED 2,675 0% 0.00% $37K 2024-08-15 $16.12
2024 Q1 UNCHANGED 2,675 0% 0.00% $42K 2024-05-15 $15.13
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Beaird Harris Wealth Management, LLC and NEO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaird Harris Wealth Management, LLC reported owning NEO?

Beaird Harris Wealth Management, LLC reported NEO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NEO position in Beaird Harris Wealth Management, LLC's portfolio?

The largest reported portfolio weight for NEO was 0.00% in 2024 Q1.

What is the latest reported NEO position on this page?

The most recent filing on this page is 2026 Q2, when Beaird Harris Wealth Management, LLC reported 2,225 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this NEO ownership page compare?

The chart compares Beaird Harris Wealth Management, LLC's quarterly NEO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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