PlanVest Financial’s GrowGeneration GRWG Stock Holding History

PlanVest Financial’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
2026 Q2	$296	Hold	200	–	–	﹤0.01%	574
2026 Q1	$220	Buy	+200	New	+$249	﹤0.01%	546

Other funds holding GRWG

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MAM

Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

PlanVest Financial's GRWG Position: Q2 2026 in Review

PlanVest Financial held its GrowGeneration (GRWG) position steady in Q2 2026 at 200 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #574.

PlanVest Financial first reported a position in GRWG in Q1 2026 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold GRWG as of Q2 2026.

PlanVest Financial held 200 shares of GrowGeneration worth $296 as of Q2 2026.
PlanVest Financial left its GrowGeneration share count unchanged in Q2 2026.
GrowGeneration made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #574 holding.
PlanVest Financial first reported a position in GrowGeneration in Q1 2026 and has held it in 2 quarters since.
88 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.