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HRT Financial’s NeoVolta NEOV Stock Holding History

HRT Financial’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
2025
Q2 		– Sell
-13,212
Closed -$28K – 3244
2025
Q1 		$28K Buy
+13,212
New +$44.3K ﹤0.01% 2277

Other funds holding NEOV

LIS
Legacy Investment Solutions Meridian, Idaho $192M AUM
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRT Financial's NEOV Position: Q2 2025 in Review

HRT Financial sold out of NeoVolta (NEOV) in Q2 2025, closing a stake of 13,212 shares — an estimated $28K sold.

HRT Financial first reported a position in NEOV in Q1 2025 and held it in 1 quarter. The position peaked at $28K in Q1 2025. 23 funds tracked by Wall St. Rank hold NEOV as of Q2 2025.

  • HRT Financial reported no remaining NeoVolta position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 13,212 NeoVolta shares in Q2 2025, an estimated $28K.
  • HRT Financial first reported a position in NeoVolta in Q1 2025 and held it in 1 quarter.
  • HRT Financial's NeoVolta position peaked at $28K in Q1 2025.
  • 23 funds tracked by Wall St. Rank held NeoVolta as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.