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Gofen & Glossberg’s NeoVolta NEOV Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$56K Hold
20,000
– – ﹤0.01% 553
2022
Q3 		$101K Buy
+20,000
New +$86.5K ﹤0.01% 523

Other funds holding NEOV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gofen & Glossberg's NEOV Position: Q4 2022 in Review

Gofen & Glossberg held its NeoVolta (NEOV) position steady in Q4 2022 at 20,000 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Gofen & Glossberg first reported a position in NEOV in Q3 2022 and has held it in 2 quarters since. The position peaked at $101K in Q3 2022. 18 funds tracked by Wall St. Rank hold NEOV as of Q4 2022.

  • Gofen & Glossberg held 20,000 shares of NeoVolta worth $56K as of Q4 2022.
  • Gofen & Glossberg left its NeoVolta share count unchanged in Q4 2022.
  • NeoVolta made up ﹤0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #553 holding.
  • Gofen & Glossberg first reported a position in NeoVolta in Q3 2022 and has held it in 2 quarters since.
  • Gofen & Glossberg's NeoVolta position peaked at $101K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held NeoVolta as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.