Geode Capital Management
NEOV icon

Geode Capital Management’s NeoVolta NEOV Stock Holding History

Geode Capital Management’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 		$1.38M Buy
438,387
+67,169
+18% +$170K ﹤0.01% 3277
2026
Q1 		$1.14M Buy
371,218
+41,471
+13% +$162K ﹤0.01% 3320
2025
Q4 		$1M Buy
329,747
+9,385
+3% +$39.6K ﹤0.01% 3376
2025
Q3 		$1.43M Buy
320,362
+778
+0.2% +$3.44K ﹤0.01% 3292
2025
Q2 		$1.06M Sell
319,584
-1,087
-0.3% -$3.12K ﹤0.01% 3307
2025
Q1 		$696K Buy
320,671
+12,049
+4% +$40.4K ﹤0.01% 3430
2024
Q4 		$1.61M Buy
308,622
+2,298
+0.8% +$9.68K ﹤0.01% 3204
2024
Q3 		$947K Buy
306,324
+15,427
+5% +$43.4K ﹤0.01% 3371
2024
Q2 		$768K Buy
290,897
+2,633
+0.9% +$6.38K ﹤0.01% 3410
2024
Q1 		$340K Hold
288,264
– – ﹤0.01% 3754
2023
Q4 		$461K Buy
288,264
+19,717
+7% +$39.1K ﹤0.01% 3646
2023
Q3 		$669K Buy
268,547
+6,685
+3% +$19.4K ﹤0.01% 3495
2023
Q2 		$858K Buy
261,862
+3,911
+2% +$9.75K ﹤0.01% 3412
2023
Q1 		$660K Buy
257,951
+9,634
+4% +$24K ﹤0.01% 3545
2022
Q4 		$692K Sell
248,317
-575
-0.2% -$2.24K ﹤0.01% 3529
2022
Q3 		$1.25M Buy
+248,892
New +$1.08M ﹤0.01% 3277

Other funds holding NEOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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

Geode Capital Management's NEOV Position: Q2 2026 in Review

Geode Capital Management increased its NeoVolta (NEOV) stake by 18% in Q2 2026, buying an estimated $170K and bringing the position to 438,387 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Geode Capital Management first reported a position in NEOV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2024. 14 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Geode Capital Management held 438,387 shares of NeoVolta worth $1.38M as of Q2 2026.
  • Geode Capital Management bought 67,169 NeoVolta shares in Q2 2026, an estimated $170K.
  • NeoVolta made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #3277 holding.
  • Geode Capital Management first reported a position in NeoVolta in Q3 2022 and has held it in 16 quarters since.
  • Geode Capital Management's NeoVolta position peaked at $1.61M in Q4 2024.
  • 14 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.