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Legacy Investment Solutions’s NeoVolta Inc Warrant NEOVW Stock Holding History

Legacy Investment Solutions’s Portfolio NEOVW Stock Details NEOVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.6K Buy
+18,139
New +$22.7K 0.01% 215
2024
Q4 		$21.9K Sell
14,596
-400
-3% -$691 0.01% 208
2024
Q3 		$36.1K Buy
+14,996
New +$11.1K 0.02% 144

Other funds holding NEOVW

WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Legacy Investment Solutions opened a new position in NeoVolta Inc Warrant (NEOVW) in Q2 2025: 18,139 shares worth $25.6K. The stake represents 0.01% of the portfolio and ranks #215 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in NEOVW as recently as Q4 2024.

Legacy Investment Solutions first reported a position in NEOVW in Q3 2024 and has held it in 3 quarters since. The position peaked at $36.1K in Q3 2024. 6 funds tracked by Wall St. Rank hold NEOVW as of Q2 2025.

  • Legacy Investment Solutions held 18,139 shares of NeoVolta Inc Warrant worth $25.6K as of Q2 2025.
  • NeoVolta Inc Warrant was a new Legacy Investment Solutions position in Q2 2025.
  • NeoVolta Inc Warrant made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #215 holding.
  • Legacy Investment Solutions first reported a position in NeoVolta Inc Warrant in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's NeoVolta Inc Warrant position peaked at $36.1K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held NeoVolta Inc Warrant as of Q2 2025.

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