Joseph P. Lucia & Associates’s KULR Technology Group KULR Stock Holding History

Joseph P. Lucia & Associates’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 Q2	–	Sell	-2,823	Closed	-$29.8K	–	154
2025 Q1	$29.8K	Buy	2,823 +27	+1%	+$422	0.01%	140
2024 Q4	$79.4K	Buy	+2,796	New	+$21.8K	0.04%	145
2024 Q3	–	Sell	-1,500	Closed	-$4.74K	–	137
2024 Q2	$4.74K	Buy	+1,500	New	+$5.38K	﹤0.01%	123
2021 Q3	–	Sell	-10	Closed	–	–	602
2021 Q2	$0	Buy	+10	New	+$195	﹤0.01%	598

Other funds holding KULR

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Joseph P. Lucia & Associates's KULR Position: Q2 2025 in Review

Joseph P. Lucia & Associates sold out of KULR Technology Group (KULR) in Q2 2025, closing a stake of 2,823 shares — an estimated $29.8K sold.

Joseph P. Lucia & Associates first reported a position in KULR in Q2 2021 and held it in 4 quarters. The position peaked at $79.4K in Q4 2024. 64 funds tracked by Wall St. Rank hold KULR as of Q2 2025.

Joseph P. Lucia & Associates reported no remaining KULR Technology Group position as of Q2 2025 after selling out during the quarter.
Joseph P. Lucia & Associates sold 2,823 KULR Technology Group shares in Q2 2025, an estimated $29.8K.
Joseph P. Lucia & Associates first reported a position in KULR Technology Group in Q2 2021 and held it in 4 quarters.
Joseph P. Lucia & Associates's KULR Technology Group position peaked at $79.4K in Q4 2024.
64 funds tracked by Wall St. Rank held KULR Technology Group as of Q2 2025.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2025, filed 4 Aug 2025.