JFS Wealth Advisors’s GrowGeneration GRWG Stock Holding History

JFS 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 Q2	–	Sell	-328	Closed	-$355	–	1912
2025 Q1	$355	Hold	328	–	–	﹤0.01%	1801
2024 Q4	$555	Hold	328	–	–	﹤0.01%	1764
2024 Q3	$699	Hold	328	–	–	﹤0.01%	1754
2024 Q2	$706	Hold	328	–	–	﹤0.01%	1747
2024 Q1	$939	Hold	328	–	–	﹤0.01%	1678
2023 Q4	$824	Hold	328	–	–	﹤0.01%	1692
2023 Q3	$958	Hold	328	–	–	﹤0.01%	1606
2023 Q2	$1.12K	Hold	328	–	–	﹤0.01%	1571
2023 Q1	$1.12K	Hold	328	–	–	﹤0.01%	1549
2022 Q4	$1.29K	Hold	328	–	–	﹤0.01%	1532
2022 Q3	$1K	Hold	328	–	–	﹤0.01%	1556
2022 Q2	$1K	Hold	328	–	–	﹤0.01%	1537
2022 Q1	$3K	Hold	328	–	–	﹤0.01%	1247
2021 Q4	$4K	Hold	328	–	–	﹤0.01%	855
2021 Q3	$8K	Hold	328	–	–	﹤0.01%	674
2021 Q2	$16K	Hold	328	–	–	﹤0.01%	394
2021 Q1	$16K	Hold	328	–	–	﹤0.01%	365
2020 Q4	$13K	Sell	328 -50	-13%	-$1.35K	﹤0.01%	392
2020 Q3	$6K	Buy	378 +35	+10%	+$416	﹤0.01%	428
2020 Q2	$2K	Hold	343	–	–	﹤0.01%	490
2020 Q1	$1K	Buy	+343	New	+$1.6K	﹤0.01%	470

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MAM

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

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

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

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

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

JFS Wealth Advisors's GRWG Position: Q2 2025 in Review

JFS Wealth Advisors sold out of GrowGeneration (GRWG) in Q2 2025, closing a stake of 328 shares — an estimated $355 sold.

JFS Wealth Advisors first reported a position in GRWG in Q1 2020 and held it in 21 quarters. The position peaked at $16K in Q2 2021. 104 funds tracked by Wall St. Rank hold GRWG as of Q2 2025.

JFS Wealth Advisors reported no remaining GrowGeneration position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 328 GrowGeneration shares in Q2 2025, an estimated $355.
JFS Wealth Advisors first reported a position in GrowGeneration in Q1 2020 and held it in 21 quarters.
JFS Wealth Advisors's GrowGeneration position peaked at $16K in Q2 2021.
104 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.