SFMG Wealth Advisors’s GrowGeneration GRWG Stock Holding History

SFMG 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	-10,349	Closed	-$11.2K	–	290
2025 Q1	$11.2K	Hold	10,349	–	–	﹤0.01%	283
2024 Q4	$17.5K	Hold	10,349	–	–	﹤0.01%	273
2024 Q3	$22K	Hold	10,349	–	–	﹤0.01%	273
2024 Q2	$22.3K	Hold	10,349	–	–	﹤0.01%	271
2024 Q1	$29.6K	Hold	10,349	–	–	﹤0.01%	280
2023 Q4	$26K	Sell	10,349 -29	-0.3%	-$71	﹤0.01%	268
2023 Q3	$30.3K	Hold	10,378	–	–	﹤0.01%	248
2023 Q2	$35.3K	Sell	10,378 -2,000	-16%	-$7.08K	﹤0.01%	248
2023 Q1	$42.3K	Hold	12,378	–	–	﹤0.01%	253
2022 Q4	$48.5K	Hold	12,378	–	–	0.01%	248
2022 Q3	$43K	Hold	12,378	–	–	0.01%	240
2022 Q2	$44K	Hold	12,378	–	–	0.01%	260
2022 Q1	$114K	Hold	12,378	–	–	0.01%	281
2021 Q4	$162K	Hold	12,378	–	–	0.02%	279
2021 Q3	$305K	Buy	12,378 +280	+2%	+$9.9K	0.03%	192
2021 Q2	$582K	Buy	12,098 +452	+4%	+$19.8K	0.06%	134
2021 Q1	$579K	Buy	11,646 +2,658	+30%	+$133K	0.07%	125
2020 Q4	$361K	Buy	+8,988	New	+$242K	0.05%	155

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

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

SFMG Wealth Advisors sold out of GrowGeneration (GRWG) in Q2 2025, closing a stake of 10,349 shares — an estimated $11.2K sold.

SFMG Wealth Advisors first reported a position in GRWG in Q4 2020 and held it in 18 quarters. The position peaked at $582K in Q2 2021. 104 funds tracked by Wall St. Rank hold GRWG as of Q2 2025.

SFMG Wealth Advisors reported no remaining GrowGeneration position as of Q2 2025 after selling out during the quarter.
SFMG Wealth Advisors sold 10,349 GrowGeneration shares in Q2 2025, an estimated $11.2K.
SFMG Wealth Advisors first reported a position in GrowGeneration in Q4 2020 and held it in 18 quarters.
SFMG Wealth Advisors's GrowGeneration position peaked at $582K in Q2 2021.
104 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.