Citigroup’s NeoVolta NEOV Stock Holding History

Citigroup’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	–	Sell	-4,953	Closed	-$15.3K	–	6078
2026 Q1	$15.3K	Buy	+4,953	New	+$19.3K	﹤0.01%	4901
2025 Q4	–	Sell	-18	Closed	-$80	–	6326
2025 Q3	$80	Buy	+18	New	+$80	﹤0.01%	5821

Other funds holding NEOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Citigroup's NEOV Position: Q2 2026 in Review

Citigroup sold out of NeoVolta (NEOV) in Q2 2026, closing a stake of 4,953 shares — an estimated $15.3K sold.

Citigroup first reported a position in NEOV in Q3 2025 and held it in 2 quarters. The position peaked at $15.3K in Q1 2026. 8 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

Citigroup reported no remaining NeoVolta position as of Q2 2026 after selling out during the quarter.
Citigroup sold 4,953 NeoVolta shares in Q2 2026, an estimated $15.3K.
Citigroup first reported a position in NeoVolta in Q3 2025 and held it in 2 quarters.
Citigroup's NeoVolta position peaked at $15.3K in Q1 2026.
8 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

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