LPL Financial
NEOV icon

LPL Financial’s NeoVolta NEOV Stock Holding History

LPL 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
Q3 		$67.5K Buy
+25,964
New +$76.2K ﹤0.01% 6089

Other funds holding NEOV

Sovran Advisors
Sovran Advisors San Diego, California $1.45B AUM 13.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial's NEOV Position: Q3 2026 in Review

LPL Financial opened a new position in NeoVolta (NEOV) in Q3 2026: 25,964 shares worth $67.5K. The stake represents ﹤0.01% of the portfolio and ranks #6089 among its holdings.

22 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

  • LPL Financial held 25,964 shares of NeoVolta worth $67.5K as of Q3 2026.
  • NeoVolta was a new LPL Financial position in Q3 2026.
  • NeoVolta made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6089 holding.
  • 22 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.