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GROW icon

Empowered Funds’s US Global Investors GROW Stock Holding History

Empowered Funds’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Hold
33,929
– – ﹤0.01% 2080
2026
Q1 		$84.1K Buy
+33,929
New +$102K ﹤0.01% 2077
2025
Q4 		– Sell
-33,929
Closed -$93.3K – 1364
2025
Q3 		$93.3K Buy
33,929
+273
+0.8% +$676 ﹤0.01% 1793
2025
Q2 		$86.8K Sell
33,656
-995
-3% -$2.23K ﹤0.01% 1723
2025
Q1 		$78.3K Buy
34,651
+63
+0.2% +$150 ﹤0.01% 1593
2024
Q4 		$84.4K Sell
34,588
-19,032
-35% -$46.6K ﹤0.01% 1593
2024
Q3 		$138K Buy
53,620
+2,680
+5% +$6.94K ﹤0.01% 1352
2024
Q2 		$133K Buy
50,940
+3,600
+8% +$9.62K ﹤0.01% 1330
2024
Q1 		$132K Buy
47,340
+3,500
+8% +$9.51K ﹤0.01% 1335
2023
Q4 		$124K Buy
43,840
+3,840
+10% +$10.9K ﹤0.01% 1234
2023
Q3 		$114K Buy
40,000
+3,160
+9% +$9.57K ﹤0.01% 1184
2023
Q2 		$113K Buy
+36,840
New +$102K ﹤0.01% 1103

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Empowered Funds's GROW Position: Q2 2026 in Review

Empowered Funds held its US Global Investors (GROW) position steady in Q2 2026 at 33,929 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Empowered Funds first reported a position in GROW in Q2 2023 and has held it in 12 quarters since. The position peaked at $138K in Q3 2024. 35 funds tracked by Wall St. Rank hold GROW as of Q2 2026.

  • Empowered Funds held 33,929 shares of US Global Investors worth $106K as of Q2 2026.
  • Empowered Funds left its US Global Investors share count unchanged in Q2 2026.
  • US Global Investors made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2080 holding.
  • Empowered Funds first reported a position in US Global Investors in Q2 2023 and has held it in 12 quarters since.
  • Empowered Funds's US Global Investors position peaked at $138K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.