EverSource Wealth Advisors’s GrowGeneration GRWG Stock Holding History

EverSource Wealth Advisors’s Portfolio GRWG Stock Details GRWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-178	Closed	-$166	–	4389
2025 Q2	$166	Buy	178 +148	+493%	+$158	﹤0.01%	4076
2025 Q1	$32	Buy	+30	New	+$40	﹤0.01%	3941
2023 Q1	–	Sell	-567	Closed	-$2.22K	–	2447
2022 Q4	$2.22K	Buy	+567	New	+$2.7K	﹤0.01%	1876

Other funds holding GRWG

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

EverSource Wealth Advisors's GRWG Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of GrowGeneration (GRWG) in Q3 2025, closing a stake of 178 shares — an estimated $166 sold.

EverSource Wealth Advisors first reported a position in GRWG in Q4 2022 and held it in 3 quarters. The position peaked at $2.22K in Q4 2022. 95 funds tracked by Wall St. Rank hold GRWG as of Q3 2025.

EverSource Wealth Advisors reported no remaining GrowGeneration position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 178 GrowGeneration shares in Q3 2025, an estimated $166.
EverSource Wealth Advisors first reported a position in GrowGeneration in Q4 2022 and held it in 3 quarters.
EverSource Wealth Advisors's GrowGeneration position peaked at $2.22K in Q4 2022.
95 funds tracked by Wall St. Rank held GrowGeneration as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.