J.W. Coons Advisors’s US Global Investors GROW Stock Holding History

J.W. Coons Advisors’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
2025 Q2	$95.5K	Buy	+37,000	New	+$83K	0.02%	240

Other funds holding GROW

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

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

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

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

SCA

SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

J.W. Coons Advisors's GROW Position: Q2 2025 in Review

J.W. Coons Advisors opened a new position in US Global Investors (GROW) in Q2 2025: 37,000 shares worth $95.5K. The stake represents 0.02% of the portfolio and ranks #240 among its holdings.

31 funds tracked by Wall St. Rank hold GROW as of Q2 2025.

J.W. Coons Advisors held 37,000 shares of US Global Investors worth $95.5K as of Q2 2025.
US Global Investors was a new J.W. Coons Advisors position in Q2 2025.
US Global Investors made up 0.02% of J.W. Coons Advisors's portfolio in Q2 2025, its #240 holding.
31 funds tracked by Wall St. Rank held US Global Investors as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.