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Beacon Capital Management LLC (Tennessee)’s NeoVolta NEOV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-5,000
Closed -$26.1K – 1169
2024
Q4 		$26.1K Buy
+5,000
New +$21.1K ﹤0.01% 420

Other funds holding NEOV

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s NEOV Position: Q1 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of NeoVolta (NEOV) in Q1 2025, closing a stake of 5,000 shares — an estimated $26.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in NEOV in Q4 2024 and held it in 1 quarter. The position peaked at $26.1K in Q4 2024. 23 funds tracked by Wall St. Rank hold NEOV as of Q1 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining NeoVolta position as of Q1 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 5,000 NeoVolta shares in Q1 2025, an estimated $26.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in NeoVolta in Q4 2024 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s NeoVolta position peaked at $26.1K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held NeoVolta as of Q1 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2025, filed 21 Apr 2025.