Ground Swell Capital’s LiveOne LVO Stock Holding History

Ground Swell Capital’s Portfolio LVO Stock Details LVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,533	Closed	-$11.6K	–	196
2025 Q2	$11.6K	Buy	+1,533	New	+$11.4K	0.02%	122

Other funds holding LVO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

JBFJ

James B. Fleming Jr $905K AUM 13.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ground Swell Capital's LVO Position: Q3 2025 in Review

Ground Swell Capital sold out of LiveOne (LVO) in Q3 2025, closing a stake of 1,533 shares — an estimated $11.6K sold.

Ground Swell Capital first reported a position in LVO in Q2 2025 and held it in 1 quarter. The position peaked at $11.6K in Q2 2025. 35 funds tracked by Wall St. Rank hold LVO as of Q3 2025.

Ground Swell Capital reported no remaining LiveOne position as of Q3 2025 after selling out during the quarter.
Ground Swell Capital sold 1,533 LiveOne shares in Q3 2025, an estimated $11.6K.
Ground Swell Capital first reported a position in LiveOne in Q2 2025 and held it in 1 quarter.
Ground Swell Capital's LiveOne position peaked at $11.6K in Q2 2025.
35 funds tracked by Wall St. Rank held LiveOne as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.