Barclays
NEOV icon

Barclays’s NeoVolta NEOV Stock Holding History

Barclays’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
Q3 		$79.3K Buy
30,517
+30,508
+338,978% +$89.6K ﹤0.01% 4402
2026
Q2 		$28 Sell
9
-108,518
-100% -$275K ﹤0.01% 5271
2026
Q1 		$334K Buy
108,527
+106,270
+4,708% +$414K ﹤0.01% 3415
2025
Q4 		$6.86K Buy
+2,257
New +$9.5K ﹤0.01% 4967
2025
Q2 		– Sell
-202
Closed -$438 – 5442
2025
Q1 		$438 Sell
202
-4,325
-96% -$14.5K ﹤0.01% 5086
2024
Q4 		$23.6K Sell
4,527
-6,948
-61% -$29.3K ﹤0.01% 4899
2024
Q3 		$35.5K Buy
+11,475
New +$32.3K ﹤0.01% 4812
2024
Q1 		– Sell
-979
Closed -$1.57K – 5280
2023
Q4 		$1.57K Buy
+979
New +$1.94K ﹤0.01% 5089

Other funds holding NEOV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Barclays's NEOV Position: Q3 2026 in Review

Barclays increased its NeoVolta (NEOV) stake by 338,978% in Q3 2026, buying an estimated $89.6K and bringing the position to 30,517 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4402.

Barclays first reported a position in NEOV in Q4 2023 and has held it in 8 quarters since. The position peaked at $334K in Q1 2026. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

  • Barclays held 30,517 shares of NeoVolta worth $79.3K as of Q3 2026.
  • Barclays bought 30,508 NeoVolta shares in Q3 2026, an estimated $89.6K.
  • NeoVolta made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #4402 holding.
  • Barclays first reported a position in NeoVolta in Q4 2023 and has held it in 8 quarters since.
  • Barclays's NeoVolta position peaked at $334K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.