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Beta Wealth Group’s KULR Technology Group KULR Stock Holding History

Beta Wealth Group’s Portfolio KULR Stock Details KULR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,643
Closed -$73.4K – 120
2025
Q3 		$73.4K Buy
+17,643
New +$94K 0.03% 114
2024
Q2 		– Sell
-9,581
Closed -$29.1K – 106
2024
Q1 		$29.1K Buy
9,581
+3,125
+48% +$4.45K 0.01% 100
2023
Q4 		$9.55K Hold
6,456
– – 0.01% 106
2023
Q3 		$18.5K Buy
6,456
+625
+11% +$3.56K 0.01% 98
2023
Q2 		$29.9K Buy
5,831
+2,000
+52% +$11.3K 0.02% 99
2023
Q1 		$26.9K Hold
3,831
– – 0.02% 99
2022
Q4 		$36.8K Buy
3,831
+2,375
+163% +$29.3K 0.02% 97
2022
Q3 		$15K Buy
+1,456
New +$17.3K 0.01% 90

Other funds holding KULR

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Beta Wealth Group's KULR Position: Q4 2025 in Review

Beta Wealth Group sold out of KULR Technology Group (KULR) in Q4 2025, closing a stake of 17,643 shares — an estimated $73.4K sold.

Beta Wealth Group first reported a position in KULR in Q3 2022 and held it in 8 quarters. The position peaked at $73.4K in Q3 2025. 82 funds tracked by Wall St. Rank hold KULR as of Q4 2025.

  • Beta Wealth Group reported no remaining KULR Technology Group position as of Q4 2025 after selling out during the quarter.
  • Beta Wealth Group sold 17,643 KULR Technology Group shares in Q4 2025, an estimated $73.4K.
  • Beta Wealth Group first reported a position in KULR Technology Group in Q3 2022 and held it in 8 quarters.
  • Beta Wealth Group's KULR Technology Group position peaked at $73.4K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held KULR Technology Group as of Q4 2025.

Based on Beta Wealth Group's 13F filing for Q4 2025, filed 13 Feb 2026.