Balyasny Asset Management’s NeoVolta NEOV Stock Holding History

Balyasny Asset Management’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
2025 Q1	–	Sell	-17,309	Closed	-$90.2K	–	3128
2024 Q4	$90.2K	Buy	+17,309	New	+$72.9K	﹤0.01%	2611

Other funds holding NEOV

LWMI

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Balyasny Asset Management's NEOV Position: Q1 2025 in Review

Balyasny Asset Management sold out of NeoVolta (NEOV) in Q1 2025, closing a stake of 17,309 shares — an estimated $90.2K sold.

Balyasny Asset Management first reported a position in NEOV in Q4 2024 and held it in 1 quarter. The position peaked at $90.2K in Q4 2024. 23 funds tracked by Wall St. Rank hold NEOV as of Q1 2025.

Balyasny Asset Management reported no remaining NeoVolta position as of Q1 2025 after selling out during the quarter.
Balyasny Asset Management sold 17,309 NeoVolta shares in Q1 2025, an estimated $90.2K.
Balyasny Asset Management first reported a position in NeoVolta in Q4 2024 and held it in 1 quarter.
Balyasny Asset Management's NeoVolta position peaked at $90.2K in Q4 2024.
23 funds tracked by Wall St. Rank held NeoVolta as of Q1 2025.

Based on Balyasny Asset Management's 13F filing for Q1 2025, filed 15 May 2025.