Cetera Investment Advisers
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Cetera Investment Advisers’s NeoVolta NEOV Stock Holding History

Cetera Investment Advisers’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
Q1 		– Sell
-12,500
Closed -$38K – 4907
2025
Q4 		$38K Hold
12,500
– – ﹤0.01% 4539
2025
Q3 		$55.8K Buy
+12,500
New +$55.3K ﹤0.01% 4418

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers's NEOV Position: Q1 2026 in Review

Cetera Investment Advisers sold out of NeoVolta (NEOV) in Q1 2026, closing a stake of 12,500 shares — an estimated $38K sold.

Cetera Investment Advisers first reported a position in NEOV in Q3 2025 and held it in 2 quarters. The position peaked at $55.8K in Q3 2025. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • Cetera Investment Advisers reported no remaining NeoVolta position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 12,500 NeoVolta shares in Q1 2026, an estimated $38K.
  • Cetera Investment Advisers first reported a position in NeoVolta in Q3 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's NeoVolta position peaked at $55.8K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.