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Legacy Investment Solutions’s NeoVolta NEOV Stock Holding History

Legacy Investment Solutions’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 		$15.1M Buy
+4,567,051
New +$13.1M 7.84% 2
2024
Q4 		$11.5M Buy
3,527,896
+43,102
+1% +$181K 7.35% 1
2024
Q3 		$17.8M Buy
+3,484,794
New +$9.8M 10.38% 1

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Legacy Investment Solutions's NEOV Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in NeoVolta (NEOV) in Q2 2025: 4,567,051 shares worth $15.1M. The stake represents 7.84% of the portfolio and ranks #2 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NEOV as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NEOV in Q3 2024 and has held it in 3 quarters since. The position peaked at $17.8M in Q3 2024. 23 funds tracked by Wall St. Rank hold NEOV as of Q2 2025.

  • Legacy Investment Solutions held 4,567,051 shares of NeoVolta worth $15.1M as of Q2 2025.
  • NeoVolta was a new Legacy Investment Solutions position in Q2 2025.
  • NeoVolta made up 7.84% of Legacy Investment Solutions's portfolio in Q2 2025, its #2 holding.
  • Legacy Investment Solutions first reported a position in NeoVolta in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's NeoVolta position peaked at $17.8M in Q3 2024.
  • 23 funds tracked by Wall St. Rank held NeoVolta as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.