Legacy Wealth Management (Idaho)’s NeoVolta NEOV Stock Holding History

Legacy Wealth Management (Idaho)’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 Q1	$16.4M	Sell	5,325,024 -344,059	-6%	-$1.34M	8.15%	2
2025 Q4	$17.2M	Buy	5,669,083 +169,822	+3%	+$717K	8.25%	2
2025 Q3	$24.5M	Buy	5,499,261 +932,210	+20%	+$4.13M	11.09%	2
2025 Q2	$15.1M	Buy	4,567,051 +944,758	+26%	+$2.71M	7.84%	2
2025 Q1	$7.86M	Buy	3,622,293 +94,397	+3%	+$316K	5.55%	5
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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NEOV Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its NeoVolta (NEOV) stake by 6.1% in Q1 2026, selling an estimated $1.34M and leaving 5,325,024 shares worth $16.4M. The position accounts for 8.15% of the portfolio, ranked #2.

Legacy Wealth Management (Idaho) first reported a position in NEOV in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.5M in Q3 2025. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

Legacy Wealth Management (Idaho) held 5,325,024 shares of NeoVolta worth $16.4M as of Q1 2026.
Legacy Wealth Management (Idaho) sold 344,059 NeoVolta shares in Q1 2026, an estimated $1.34M.
NeoVolta made up 8.15% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #2 holding.
Legacy Wealth Management (Idaho) first reported a position in NeoVolta in Q3 2024 and has held it in 7 quarters since.
Legacy Wealth Management (Idaho)'s NeoVolta position peaked at $24.5M in Q3 2025.
36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.