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Centennial Wealth Advisory’s NeoVolta NEOV Stock Holding History

Centennial Wealth Advisory’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 		$31.8K Hold
10,100
– – 0.01% 181
2026
Q1 		$31.1K Hold
10,100
– – 0.01% 160
2025
Q4 		$30.7K Hold
10,100
– – 0.01% 166
2025
Q3 		$45K Hold
10,100
– – 0.01% 160
2025
Q2 		$33.3K Hold
10,100
– – 0.01% 150
2025
Q1 		$21.9K Hold
10,100
– – 0.01% 146
2024
Q4 		$52.6K Hold
10,100
– – 0.02% 141
2024
Q3 		$31.2K Buy
+10,100
New +$28.4K 0.01% 149

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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centennial Wealth Advisory's NEOV Position: Q2 2026 in Review

Centennial Wealth Advisory held its NeoVolta (NEOV) position steady in Q2 2026 at 10,100 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #181.

Centennial Wealth Advisory first reported a position in NEOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $52.6K in Q4 2024. 14 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Centennial Wealth Advisory held 10,100 shares of NeoVolta worth $31.8K as of Q2 2026.
  • Centennial Wealth Advisory left its NeoVolta share count unchanged in Q2 2026.
  • NeoVolta made up 0.01% of Centennial Wealth Advisory's portfolio in Q2 2026, its #181 holding.
  • Centennial Wealth Advisory first reported a position in NeoVolta in Q3 2024 and has held it in 8 quarters since.
  • Centennial Wealth Advisory's NeoVolta position peaked at $52.6K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.