Ground Swell Capital’s Volato Group SOAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-625	Closed	-$3.83K	–	249
2024 Q4	$3.83K	Buy	+625	New	+$4.28K	0.01%	143

Other funds holding SOAR

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ground Swell Capital's SOAR Position: Q1 2025 in Review

Ground Swell Capital sold out of Volato Group (SOAR) in Q1 2025, closing a stake of 625 shares — an estimated $3.83K sold.

Ground Swell Capital first reported a position in SOAR in Q4 2024 and held it in 1 quarter. The position peaked at $3.83K in Q4 2024. 12 funds tracked by Wall St. Rank hold SOAR as of Q1 2025.

Ground Swell Capital reported no remaining Volato Group position as of Q1 2025 after selling out during the quarter.
Ground Swell Capital sold 625 Volato Group shares in Q1 2025, an estimated $3.83K.
Ground Swell Capital first reported a position in Volato Group in Q4 2024 and held it in 1 quarter.
Ground Swell Capital's Volato Group position peaked at $3.83K in Q4 2024.
12 funds tracked by Wall St. Rank held Volato Group as of Q1 2025.

Based on Ground Swell Capital's 13F filing for Q1 2025, filed 13 May 2025.