Kanen Wealth Management’s US Global Investors GROW Stock Holding History

Kanen 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
2026 Q1	–	Sell	-343,092	Closed	-$8.44M	–	39
2025 Q4	$8.44M	Sell	343,092 -113,793	-25%	-$283K	2.56%	10
2025 Q3	$1.26M	Hold	456,885	–	–	0.42%	23
2025 Q2	$1.18M	Buy	+456,885	New	+$1.02M	0.45%	21
2025 Q1	–	Sell	-456,885	Closed	-$1.11M	–	26
2024 Q4	$1.11M	Hold	456,885	–	–	0.41%	19
2024 Q3	$1.18M	Hold	456,885	–	–	0.63%	15
2024 Q2	$1.19M	Hold	456,885	–	–	0.74%	16
2024 Q1	$1.27M	Hold	456,885	–	–	0.81%	13
2023 Q4	$1.29M	Hold	456,885	–	–	0.9%	14
2023 Q3	$1.3M	Hold	456,885	–	–	1%	14
2023 Q2	$1.4M	Hold	456,885	–	–	0.93%	14
2023 Q1	$1.21M	Hold	456,885	–	–	0.82%	14
2022 Q4	$1.32M	Hold	456,885	–	–	0.68%	18
2022 Q3	$1.31M	Hold	456,885	–	–	0.77%	22
2022 Q2	$2M	Buy	+456,885	New	+$2.22M	1.09%	15

Other funds holding GROW

GCM

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

CAMG

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Kanen Wealth Management's GROW Position: Q1 2026 in Review

Kanen Wealth Management sold out of US Global Investors (GROW) in Q1 2026, closing a stake of 343,092 shares — an estimated $8.44M sold.

Kanen Wealth Management first reported a position in GROW in Q2 2022 and held it in 14 quarters. The position peaked at $8.44M in Q4 2025. 36 funds tracked by Wall St. Rank hold GROW as of Q1 2026.

Kanen Wealth Management reported no remaining US Global Investors position as of Q1 2026 after selling out during the quarter.
Kanen Wealth Management sold 343,092 US Global Investors shares in Q1 2026, an estimated $8.44M.
Kanen Wealth Management first reported a position in US Global Investors in Q2 2022 and held it in 14 quarters.
Kanen Wealth Management's US Global Investors position peaked at $8.44M in Q4 2025.
36 funds tracked by Wall St. Rank held US Global Investors as of Q1 2026.

Based on Kanen Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.