Truist Financial
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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
Q2 		– Sell
-42,416
Closed -$131K – 2979
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 $243M AUM 8.27% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
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
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 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
ACM
Arosa Capital Management Miami Beach, Florida $561M AUM 283.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Truist Financial's NEOV Position: Q2 2026 in Review

Truist Financial sold out of NeoVolta (NEOV) in Q2 2026, closing a stake of 42,416 shares — an estimated $131K sold.

Truist Financial first reported a position in NEOV in Q1 2024 and held it in 3 quarters. The position peaked at $131K in Q1 2026. 40 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Truist Financial reported no remaining NeoVolta position as of Q2 2026 after selling out during the quarter.
  • Truist Financial sold 42,416 NeoVolta shares in Q2 2026, an estimated $131K.
  • Truist Financial first reported a position in NeoVolta in Q1 2024 and held it in 3 quarters.
  • Truist Financial's NeoVolta position peaked at $131K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.