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Jamison Private Wealth Management’s US Global Investors GROW Stock Holding History

Jamison Private Wealth Management’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
Q1 		– Sell
-16,000
Closed – – 198
2024
Q4 		$0 Hold
16,000
– – ﹤0.01% 310
2024
Q3 		$0 Hold
16,000
– – ﹤0.01% 469
2024
Q2 		$0 Hold
16,000
– – ﹤0.01% 472
2024
Q1 		$0 Buy
+16,000
New +$43.5K ﹤0.01% 494

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jamison Private Wealth Management's GROW Position: Q1 2025 in Review

Jamison Private Wealth Management sold out of US Global Investors (GROW) in Q1 2025, closing a stake of 16,000 shares.

Jamison Private Wealth Management first reported a position in GROW in Q1 2024 and held it in 4 quarters. The position peaked at $0 in Q4 2024. 28 funds tracked by Wall St. Rank hold GROW as of Q1 2025.

  • Jamison Private Wealth Management reported no remaining US Global Investors position as of Q1 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 16,000 US Global Investors shares in Q1 2025.
  • Jamison Private Wealth Management first reported a position in US Global Investors in Q1 2024 and held it in 4 quarters.
  • Jamison Private Wealth Management's US Global Investors position peaked at $0 in Q4 2024.
  • 28 funds tracked by Wall St. Rank held US Global Investors as of Q1 2025.

Based on Jamison Private Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.