Sandia Investment Management’s US Global Investors GROW Stock Holding History

Sandia Investment 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 Q4	$106K	Buy	+43,793	New	+$109K	0.26%	95

Other funds holding GROW

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

GCM

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

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

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

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 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

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

Sandia Investment Management's GROW Position: Q4 2025 in Review

Sandia Investment Management opened a new position in US Global Investors (GROW) in Q4 2025: 43,793 shares worth $106K. The stake represents 0.26% of the portfolio and ranks #95 among its holdings.

31 funds tracked by Wall St. Rank hold GROW as of Q4 2025.

Sandia Investment Management held 43,793 shares of US Global Investors worth $106K as of Q4 2025.
US Global Investors was a new Sandia Investment Management position in Q4 2025.
US Global Investors made up 0.26% of Sandia Investment Management's portfolio in Q4 2025, its #95 holding.
31 funds tracked by Wall St. Rank held US Global Investors as of Q4 2025.

Based on Sandia Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.