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 Q2	$15.4M	Sell	4,896,515 -428,509	-8%	-$1.09M	6.35%	1
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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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 Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NEOV Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its NeoVolta (NEOV) stake by 8% in Q2 2026, selling an estimated $1.09M and leaving 4,896,515 shares worth $15.4M. The position accounts for 6.35% of the portfolio, ranked #1.

Legacy Wealth Management (Idaho) first reported a position in NEOV in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.5M in Q3 2025. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

Legacy Wealth Management (Idaho) held 4,896,515 shares of NeoVolta worth $15.4M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 428,509 NeoVolta shares in Q2 2026, an estimated $1.09M.
NeoVolta made up 6.35% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #1 holding.
Legacy Wealth Management (Idaho) first reported a position in NeoVolta in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s NeoVolta position peaked at $24.5M in Q3 2025.
40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.