Simplex Trading
GROW icon

Simplex Trading’s US Global Investors GROW Stock Holding History

Simplex Trading’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
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
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Simplex Trading's GROW Position: Q1 2026 in Review

Simplex Trading opened a new position in US Global Investors (GROW) in Q1 2026: 213 shares worth $528. The stake represents ﹤0.01% of the portfolio and ranks #8726 among its holdings. This is a return to the name: Simplex Trading previously reported a position in GROW as recently as Q3 2025.

Simplex Trading first reported a position in GROW in Q4 2017 and has held it in 23 quarters since. The position peaked at $222K in Q1 2021. 36 funds tracked by Wall St. Rank hold GROW as of Q1 2026.

  • Simplex Trading held 213 shares of US Global Investors worth $528 as of Q1 2026.
  • US Global Investors was a new Simplex Trading position in Q1 2026.
  • US Global Investors made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8726 holding.
  • Simplex Trading first reported a position in US Global Investors in Q4 2017 and has held it in 23 quarters since.
  • 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 Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.