Plan Group Financial’s Kandi Technologies Group KNDI Stock Holding History

Plan Group Financial’s Portfolio KNDI Stock Details KNDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-12,000	Closed	-$17K	–	169
2025 Q1	$17K	Hold	12,000	–	–	0.01%	148
2024 Q4	$14.4K	Hold	12,000	–	–	0.01%	115
2024 Q3	$24.7K	Hold	12,000	–	–	0.01%	114
2024 Q2	$26.3K	Hold	12,000	–	–	0.02%	99
2024 Q1	$25.4K	Hold	12,000	–	–	0.02%	94
2023 Q4	$33.6K	Hold	12,000	–	–	0.03%	70
2023 Q3	$41.5K	Buy	+12,000	New	+$42.2K	0.03%	70
2022 Q2	$28K	Buy	+12,000	New	+$31.2K	0.05%	57

Other funds holding KNDI

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $2.16B AUM 28.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

IPW

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Plan Group Financial's KNDI Position: Q2 2025 in Review

Plan Group Financial sold out of Kandi Technologies Group (KNDI) in Q2 2025, closing a stake of 12,000 shares — an estimated $17K sold.

Plan Group Financial first reported a position in KNDI in Q2 2022 and held it in 8 quarters. The position peaked at $41.5K in Q3 2023. 33 funds tracked by Wall St. Rank hold KNDI as of Q2 2025.

Plan Group Financial reported no remaining Kandi Technologies Group position as of Q2 2025 after selling out during the quarter.
Plan Group Financial sold 12,000 Kandi Technologies Group shares in Q2 2025, an estimated $17K.
Plan Group Financial first reported a position in Kandi Technologies Group in Q2 2022 and held it in 8 quarters.
Plan Group Financial's Kandi Technologies Group position peaked at $41.5K in Q3 2023.
33 funds tracked by Wall St. Rank held Kandi Technologies Group as of Q2 2025.

Based on Plan Group Financial's 13F filing for Q2 2025, filed 13 Aug 2025.