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Legacy Wealth Management (Idaho)’s GrowGeneration GRWG Stock Holding History

Legacy Wealth Management (Idaho)’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
-100
Closed -$108 – 806
2025
Q1 		$108 Hold
100
– – ﹤0.01% 797
2024
Q4 		$145 Hold
100
– – ﹤0.01% 723
2024
Q3 		$187 Buy
+100
New +$214 ﹤0.01% 670

Other funds holding GRWG

AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s GRWG Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of GrowGeneration (GRWG) in Q2 2025, closing a stake of 100 shares — an estimated $108 sold.

Legacy Wealth Management (Idaho) first reported a position in GRWG in Q3 2024 and held it in 3 quarters. The position peaked at $187 in Q3 2024. 104 funds tracked by Wall St. Rank hold GRWG as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining GrowGeneration position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 GrowGeneration shares in Q2 2025, an estimated $108.
  • Legacy Wealth Management (Idaho) first reported a position in GrowGeneration in Q3 2024 and held it in 3 quarters.
  • Legacy Wealth Management (Idaho)'s GrowGeneration position peaked at $187 in Q3 2024.
  • 104 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.