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Integrated Wealth Concepts’s GrowGeneration GRWG Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$257 Buy
+174
New +$246 ﹤0.01% 5731
2021
Q3 		– Sell
-5,347
Closed -$257K – 961
2021
Q2 		$257K Sell
5,347
-1,841
-26% -$80.6K 0.01% 700
2021
Q1 		$357K Buy
+7,188
New +$359K 0.01% 549

Other funds holding GRWG

AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MAM
Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Integrated Wealth Concepts's GRWG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in GrowGeneration (GRWG) in Q2 2026: 174 shares worth $257. The stake represents ﹤0.01% of the portfolio and ranks #5731 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in GRWG as recently as Q2 2021.

Integrated Wealth Concepts first reported a position in GRWG in Q1 2021 and has held it in 3 quarters since. The position peaked at $357K in Q1 2021. 90 funds tracked by Wall St. Rank hold GRWG as of Q2 2026.

  • Integrated Wealth Concepts held 174 shares of GrowGeneration worth $257 as of Q2 2026.
  • GrowGeneration was a new Integrated Wealth Concepts position in Q2 2026.
  • GrowGeneration made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5731 holding.
  • Integrated Wealth Concepts first reported a position in GrowGeneration in Q1 2021 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's GrowGeneration position peaked at $357K in Q1 2021.
  • 90 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.