Truist Financial
NEOV icon

Truist Financial’s NeoVolta NEOV Stock Holding History

Truist 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
Q1 		$131K Hold
42,416
– – ﹤0.01% 2695
2025
Q4 		$129K Buy
+42,416
New +$179K ﹤0.01% 2661
2024
Q2 		– Sell
-65,000
Closed -$76.7K – 2698
2024
Q1 		$76.7K Buy
+65,000
New +$87.4K ﹤0.01% 2568

Other funds holding NEOV

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truist Financial's NEOV Position: Q1 2026 in Review

Truist Financial held its NeoVolta (NEOV) position steady in Q1 2026 at 42,416 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2695.

Truist Financial first reported a position in NEOV in Q1 2024 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold NEOV as of Q1 2026.

  • Truist Financial held 42,416 shares of NeoVolta worth $131K as of Q1 2026.
  • Truist Financial left its NeoVolta share count unchanged in Q1 2026.
  • NeoVolta made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2695 holding.
  • Truist Financial first reported a position in NeoVolta in Q1 2024 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held NeoVolta as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.