Inlight Wealth Management’s LiveOne LVO Stock Holding History

Inlight Wealth Management’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
2026 Q1	–	Sell	-200	Closed	-$944	–	140
2025 Q4	$944	Hold	200	–	–	﹤0.01%	220
2025 Q3	$826	Hold	200	–	–	﹤0.01%	232
2025 Q2	$1.51K	Hold	200	–	–	﹤0.01%	226
2025 Q1	$1.4K	Buy	+200	New	+$1.97K	﹤0.01%	250

Other funds holding LVO

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Inlight Wealth Management's LVO Position: Q1 2026 in Review

Inlight Wealth Management sold out of LiveOne (LVO) in Q1 2026, closing a stake of 200 shares — an estimated $944 sold.

Inlight Wealth Management first reported a position in LVO in Q1 2025 and held it in 4 quarters. The position peaked at $1.51K in Q2 2025. 32 funds tracked by Wall St. Rank hold LVO as of Q1 2026.

Inlight Wealth Management reported no remaining LiveOne position as of Q1 2026 after selling out during the quarter.
Inlight Wealth Management sold 200 LiveOne shares in Q1 2026, an estimated $944.
Inlight Wealth Management first reported a position in LiveOne in Q1 2025 and held it in 4 quarters.
Inlight Wealth Management's LiveOne position peaked at $1.51K in Q2 2025.
32 funds tracked by Wall St. Rank held LiveOne as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.