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R Squared’s NeoVolta NEOV Stock Holding History

R Squared’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
Q1 		– Sell
-830
Closed -$4.32K – 1056
2024
Q4 		$4.32K Buy
+830
New +$3.5K ﹤0.01% 1344

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 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

R Squared's NEOV Position: Q1 2025 in Review

R Squared sold out of NeoVolta (NEOV) in Q1 2025, closing a stake of 830 shares — an estimated $4.32K sold.

R Squared first reported a position in NEOV in Q4 2024 and held it in 1 quarter. The position peaked at $4.32K in Q4 2024. 23 funds tracked by Wall St. Rank hold NEOV as of Q1 2025.

  • R Squared reported no remaining NeoVolta position as of Q1 2025 after selling out during the quarter.
  • R Squared sold 830 NeoVolta shares in Q1 2025, an estimated $4.32K.
  • R Squared first reported a position in NeoVolta in Q4 2024 and held it in 1 quarter.
  • R Squared's NeoVolta position peaked at $4.32K in Q4 2024.
  • 23 funds tracked by Wall St. Rank held NeoVolta as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.