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BIP Wealth’s NeoVolta NEOV Stock Holding History

BIP Wealth’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 		$675K Hold
214,159
– – 0.02% 327
2026
Q1 		$660K Sell
214,159
-12,066
-5% -$47K 0.03% 254
2025
Q4 		$688K Hold
226,225
– – 0.02% 253
2025
Q3 		$1.01M Hold
226,225
– – 0.05% 125
2025
Q2 		$747K Hold
226,225
– – 0.05% 123
2025
Q1 		$491K Buy
226,225
+7,119
+3% +$23.9K 0.03% 153
2024
Q4 		$1.14M Buy
219,106
+18,892
+9% +$79.5K 0.08% 92
2024
Q3 		$619K Hold
200,214
– – 0.04% 126
2024
Q2 		$529K Hold
200,214
– – 0.04% 111
2024
Q1 		$236K Hold
200,214
– – 0.02% 194
2023
Q4 		$320K Hold
200,214
– – 0.03% 146
2023
Q3 		$499K Buy
+200,214
New +$582K 0.05% 109

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BIP Wealth's NEOV Position: Q2 2026 in Review

BIP Wealth held its NeoVolta (NEOV) position steady in Q2 2026 at 214,159 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #327.

BIP Wealth first reported a position in NEOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.14M in Q4 2024. 14 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • BIP Wealth held 214,159 shares of NeoVolta worth $675K as of Q2 2026.
  • BIP Wealth left its NeoVolta share count unchanged in Q2 2026.
  • NeoVolta made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #327 holding.
  • BIP Wealth first reported a position in NeoVolta in Q3 2023 and has held it in 12 quarters since.
  • BIP Wealth's NeoVolta position peaked at $1.14M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.