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
Q3 		$1.48M Buy
568,353
+129,966
+30% +$382K ﹤0.01% 3236
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% +$9.7K ﹤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% +$9.7K ﹤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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Geode Capital Management's NEOV Position: Q3 2026 in Review

Geode Capital Management increased its NeoVolta (NEOV) stake by 30% in Q3 2026, buying an estimated $382K and bringing the position to 568,353 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

Geode Capital Management first reported a position in NEOV in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.61M in Q4 2024. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

  • Geode Capital Management held 568,353 shares of NeoVolta worth $1.48M as of Q3 2026.
  • Geode Capital Management bought 129,966 NeoVolta shares in Q3 2026, an estimated $382K.
  • NeoVolta made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3236 holding.
  • Geode Capital Management first reported a position in NeoVolta in Q3 2022 and has held it in 17 quarters since.
  • Geode Capital Management's NeoVolta position peaked at $1.61M in Q4 2024.
  • 25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.