Simplex Trading’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-213
| Closed | -$579 | – | 9678 |
|
|
2026
Q1 | $528 | Buy |
+213
| New | +$638 | ﹤0.01% | 8726 |
|
|
2025
Q4 | – | Sell |
-990
| Closed | -$2.46K | – | 9124 |
|
|
2025
Q3 | $2K | Buy |
990
+922
| +1,356% | +$2.28K | ﹤0.01% | 8643 |
|
|
2025
Q2 | $0 | Buy |
+68
| New | +$152 | ﹤0.01% | 9063 |
|
|
2025
Q1 | – | Sell |
-54
| Closed | – | – | 8912 |
|
|
2024
Q4 | $0 | Buy |
+54
| New | +$132 | ﹤0.01% | 8942 |
|
|
2024
Q1 | – | Sell |
-6,611
| Closed | -$18K | – | 9236 |
|
|
2023
Q4 | $18K | Buy |
+6,611
| New | +$18.8K | ﹤0.01% | 6996 |
|
|
2023
Q1 | – | Sell |
-2,388
| Closed | -$6.89K | – | 9418 |
|
|
2022
Q4 | $6K | Buy |
+2,388
| New | +$6.83K | ﹤0.01% | 7925 |
|
|
2022
Q3 | – | Sell |
-3,458
| Closed | -$13.4K | – | 10280 |
|
|
2022
Q2 | $15K | Sell |
3,458
-14,558
| -81% | -$70.8K | ﹤0.01% | 7871 |
|
|
2022
Q1 | $93K | Buy |
18,016
+7,954
| +79% | +$41.6K | ﹤0.01% | 6257 |
|
|
2021
Q4 | $44K | Sell |
10,062
-22,782
| -69% | -$128K | ﹤0.01% | 7423 |
|
|
2021
Q3 | $203K | Hold |
32,844
| – | – | ﹤0.01% | 5562 |
|
|
2021
Q2 | $203K | Buy |
32,844
+963
| +3% | +$6.86K | ﹤0.01% | 5658 |
|
|
2021
Q1 | $222K | Buy |
31,881
+14,527
| +84% | +$95.9K | ﹤0.01% | 4593 |
|
|
2020
Q4 | $94K | Sell |
17,354
-47,958
| -73% | -$165K | ﹤0.01% | 5495 |
|
|
2020
Q3 | $155K | Buy |
65,312
+34,933
| +115% | +$106K | ﹤0.01% | 4419 |
|
|
2020
Q2 | $57K | Buy |
30,379
+29,530
| +3,478% | +$53.5K | ﹤0.01% | 5368 |
|
|
2020
Q1 | $0 | Buy |
+849
| New | +$1.04K | ﹤0.01% | 7826 |
|
|
2019
Q4 | – | Sell |
-906
| Closed | -$1.46K | – | 7524 |
|
|
2019
Q3 | $1K | Buy |
+906
| New | +$1.72K | ﹤0.01% | 7033 |
|
|
2019
Q2 | – | Sell |
-104
| Closed | -$125 | – | 7361 |
|
|
2019
Q1 | $0 | Sell |
104
-2,681
| -96% | -$3.3K | ﹤0.01% | 7363 |
|
|
2018
Q4 | $3K | Buy |
2,785
+2,241
| +412% | +$2.89K | ﹤0.01% | 6418 |
|
|
2018
Q3 | $0 | Sell |
544
-1,360
| -71% | -$2.3K | ﹤0.01% | 7640 |
|
|
2018
Q2 | $3K | Sell |
1,904
-4,083
| -68% | -$9.95K | ﹤0.01% | 6915 |
|
|
2018
Q1 | $15K | Buy |
5,987
+916
| +18% | +$3.19K | ﹤0.01% | 3623 |
|
|
2017
Q4 | $19K | Buy |
+5,071
| New | +$17.2K | ﹤0.01% | 3351 |
|
Other funds holding GROW
GCM
CAMG
NSIM
SL
Simplex Trading's GROW Position: Q2 2026 in Review
Simplex Trading sold out of US Global Investors (GROW) in Q2 2026, closing a stake of 213 shares — an estimated $579 sold.
Simplex Trading first reported a position in GROW in Q4 2017 and held it in 23 quarters. The position peaked at $222K in Q1 2021. 36 funds tracked by Wall St. Rank hold GROW as of Q2 2026.
- Simplex Trading reported no remaining US Global Investors position as of Q2 2026 after selling out during the quarter.
- Simplex Trading sold 213 US Global Investors shares in Q2 2026, an estimated $579.
- Simplex Trading first reported a position in US Global Investors in Q4 2017 and held it in 23 quarters.
- Simplex Trading's US Global Investors position peaked at $222K in Q1 2021.
- 36 funds tracked by Wall St. Rank held US Global Investors as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.