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
Q2 		$1.25K Hold
400
– – ﹤0.01% 8786
2026
Q1 		$992 Sell
400
-400
-50% -$1.2K ﹤0.01% 8604
2025
Q4 		$1.93K Sell
800
-400
-33% -$995 ﹤0.01% 7846
2025
Q3 		$3K Buy
+1,200
New +$2.97K ﹤0.01% 8504
2024
Q3 		– Sell
-2,100
Closed -$5K – 8904
2024
Q2 		$5K Sell
2,100
-500
-19% -$1.33K ﹤0.01% 7866
2024
Q1 		$7K Buy
+2,600
New +$7.06K ﹤0.01% 7826
2023
Q4 		– Sell
-1,900
Closed -$5K – 9185
2023
Q3 		$5K Buy
1,900
+1,300
+217% +$3.94K ﹤0.01% 7651
2023
Q2 		$1K Sell
600
-3,500
-85% -$9.73K ﹤0.01% 8622
2023
Q1 		$10K Buy
+4,100
New +$11.8K ﹤0.01% 7539
2022
Q4 		– Sell
-59,300
Closed -$170K – 9630
2022
Q3 		$170K Buy
59,300
+34,000
+134% +$132K ﹤0.01% 4828
2022
Q2 		$110K Sell
25,300
-48,600
-66% -$236K ﹤0.01% 5454
2022
Q1 		$384K Buy
73,900
+69,400
+1,542% +$363K ﹤0.01% 4208
2021
Q4 		$19K Sell
4,500
-4,700
-51% -$26.3K ﹤0.01% 8400
2021
Q3 		$57K Hold
9,200
– – ﹤0.01% 7357
2021
Q2 		$56K Buy
9,200
+9,105
+9,584% +$64.9K ﹤0.01% 7508
2021
Q1 		$66K Sell
95
-236
-71% -$1.56K ﹤0.01% 6272
2020
Q4 		$180K Buy
331
+304
+1,126% +$1.04K ﹤0.01% 4752
2020
Q3 		$6K Sell
27
-235
-90% -$713 ﹤0.01% 7027
2020
Q2 		$49K Buy
262
+248
+1,771% +$449 ﹤0.01% 5509
2020
Q1 		$1K Sell
14
-2
-13% -$2 ﹤0.01% 7360
2019
Q4 		$2K Buy
+16
New +$26 ﹤0.01% 6965
2018
Q1 		– Sell
-157
Closed -$23K – 6406
2017
Q4 		$23K Buy
+157
New +$532 ﹤0.01% 3177

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.25B AUM 22.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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.