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 Q3	$557K	Hold	214,159	–	–	0.02%	371
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%	+$79.6K	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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BIP Wealth's NEOV Position: Q3 2026 in Review

BIP Wealth held its NeoVolta (NEOV) position steady in Q3 2026 at 214,159 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #371.

BIP Wealth first reported a position in NEOV in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.14M in Q4 2024. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

BIP Wealth held 214,159 shares of NeoVolta worth $557K as of Q3 2026.
BIP Wealth left its NeoVolta share count unchanged in Q3 2026.
NeoVolta made up 0.02% of BIP Wealth's portfolio in Q3 2026, its #371 holding.
BIP Wealth first reported a position in NeoVolta in Q3 2023 and has held it in 13 quarters since.
BIP Wealth's NeoVolta position peaked at $1.14M in Q4 2024.
25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on BIP Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.