RF
NEOV icon

Rossby Financial’s NeoVolta NEOV Stock Holding History

Rossby 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
2025
Q3 		– Sell
-104,000
Closed -$343K – 1508
2025
Q2 		$343K Sell
104,000
-11,000
-10% -$31.5K 0.13% 162
2025
Q1 		$309K Buy
115,000
+33,500
+41% +$112K 0.13% 160
2024
Q4 		$425K Buy
+81,500
New +$343K 0.26% 97

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Rossby Financial's NEOV Position: Q3 2025 in Review

Rossby Financial sold out of NeoVolta (NEOV) in Q3 2025, closing a stake of 104,000 shares — an estimated $343K sold.

Rossby Financial first reported a position in NEOV in Q4 2024 and held it in 3 quarters. The position peaked at $425K in Q4 2024. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2025.

  • Rossby Financial reported no remaining NeoVolta position as of Q3 2025 after selling out during the quarter.
  • Rossby Financial sold 104,000 NeoVolta shares in Q3 2025, an estimated $343K.
  • Rossby Financial first reported a position in NeoVolta in Q4 2024 and held it in 3 quarters.
  • Rossby Financial's NeoVolta position peaked at $425K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2025.

Based on Rossby Financial's 13F filing for Q3 2025, filed 10 Nov 2025.