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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
2026
Q2 		$561K Buy
+178,411
New +$452K ﹤0.01% 2562
2025
Q2 		– Sell
-13,212
Closed -$28K – 3244
2025
Q1 		$28K Buy
+13,212
New +$44.3K ﹤0.01% 2277

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

HRT Financial's NEOV Position: Q2 2026 in Review

HRT Financial opened a new position in NeoVolta (NEOV) in Q2 2026: 178,411 shares worth $561K. The stake represents ﹤0.01% of the portfolio and ranks #2562 among its holdings. This is a return to the name: HRT Financial previously reported a position in NEOV as recently as Q1 2025.

HRT Financial first reported a position in NEOV in Q1 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • HRT Financial held 178,411 shares of NeoVolta worth $561K as of Q2 2026.
  • NeoVolta was a new HRT Financial position in Q2 2026.
  • NeoVolta made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #2562 holding.
  • HRT Financial first reported a position in NeoVolta in Q1 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.