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Allworth Financial’s NeoVolta NEOV Stock Holding History

Allworth Financial’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99K Hold
950
– – ﹤0.01% 4352
2026
Q1 		$2.93K Hold
950
– – ﹤0.01% 4218
2025
Q4 		$2.89K Hold
950
– – ﹤0.01% 3978
2025
Q3 		$4.24K Hold
950
– – ﹤0.01% 3648
2025
Q2 		$3.13K Hold
950
– – ﹤0.01% 3512
2025
Q1 		$2.17K Hold
950
– – ﹤0.01% 3185
2024
Q4 		$3.66K Buy
+950
New +$4K ﹤0.01% 2898

Other funds holding NEOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Allworth Financial's NEOV Position: Q2 2026 in Review

Allworth Financial held its NeoVolta (NEOV) position steady in Q2 2026 at 950 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

Allworth Financial first reported a position in NEOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.24K in Q3 2025. 14 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Allworth Financial held 950 shares of NeoVolta worth $2.99K as of Q2 2026.
  • Allworth Financial left its NeoVolta share count unchanged in Q2 2026.
  • NeoVolta made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4352 holding.
  • Allworth Financial first reported a position in NeoVolta in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's NeoVolta position peaked at $4.24K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.