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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NEO holding history

Neogenomics Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NEO overviewAll 13F holders of NEOFull Q2 2026 holdings

Shares (Q2 2026)
66,077
Value
$964.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202666,077$964.1K<0.1%+5,479+9.0%AddedHolders
Q1 202660,598$449.6K<0.1%+6,632+12.3%AddedHolders
Q4 202553,966$634.6K<0.1%+10,027+22.8%AddedHolders
Q3 202543,939$339.2K<0.1%+27,204+162.6%AddedHolders
Q2 202516,735$122.3K<0.1%+2,840+20.4%AddedHolders
Q1 202513,895$131.9K<0.1%−8,430−37.8%ReducedHolders
Q4 202422,325$367.9K<0.1%−1,222−5.2%ReducedHolders
Q3 202423,547$347.3K<0.1%+7,004+42.3%AddedHolders
Q2 202416,543$229.5K<0.1%−1,108−6.3%ReducedHolders
Q1 202417,651$277.5K<0.1%+747+4.4%AddedHolders
Q4 202316,904$273.5K<0.1%−85,108−83.4%ReducedHolders
Q3 2023102,012$1.25M<0.1%+1,080+1.1%AddedHolders
Q2 2023100,932$1.62M<0.1%−566−0.6%ReducedHolders
Q1 2023101,498$1.77M<0.1%−70.0%ReducedHolders
Q4 2022101,505$937.9K<0.1%+36,268+55.6%AddedHolders
Q3 202265,237$562.0K<0.1%+40,758+166.5%AddedHolders
Q2 202224,479$200.0K<0.1%+12,727+108.3%AddedHolders
Q1 202211,752$143.0K<0.1%−222−1.9%ReducedHolders
Q4 202111,974$409.0K<0.1%−1,739−12.7%ReducedHolders
Q3 202113,713$662.0K<0.1%−6,402−31.8%ReducedHolders
Q2 202120,115$908.0K<0.1%+8,471+72.7%AddedHolders
Q1 202111,644$562.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.