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
2024
Q3 		– Sell
-2,100
Closed -$5K – 8905
2024
Q2 		$5K Hold
2,100
– – ﹤0.01% 7867
2024
Q1 		$5K Buy
+2,100
New +$5.71K ﹤0.01% 7997
2023
Q3 		– Sell
-400
Closed -$1K – 9082
2023
Q2 		$1K Buy
+400
New +$1.11K ﹤0.01% 8623
2023
Q1 		– Sell
-1,600
Closed -$4K – 9419
2022
Q4 		$4K Sell
1,600
-100
-6% -$286 ﹤0.01% 8204
2022
Q3 		$4K Sell
1,700
-6,300
-79% -$24.4K ﹤0.01% 8908
2022
Q2 		$35K Sell
8,000
-13,900
-63% -$67.6K ﹤0.01% 6947
2022
Q1 		$113K Buy
21,900
+6,100
+39% +$31.9K ﹤0.01% 5970
2021
Q4 		$69K Sell
15,800
-29,400
-65% -$165K ﹤0.01% 6797
2021
Q3 		$280K Hold
45,200
– – ﹤0.01% 5026
2021
Q2 		$279K Buy
45,200
+44,858
+13,116% +$320K ﹤0.01% 5112
2021
Q1 		$238K Buy
342
+159
+87% +$1.05K ﹤0.01% 4483
2020
Q4 		$99K Buy
183
+171
+1,425% +$587 ﹤0.01% 5451
2020
Q3 		$2K Sell
12
-159
-93% -$482 ﹤0.01% 7413
2020
Q2 		$32K Buy
+171
New +$310 ﹤0.01% 5869
2019
Q3 		– Sell
-20
Closed -$3K – 7474
2019
Q2 		$3K Buy
+20
New +$24 ﹤0.01% 6631
2019
Q1 		– Sell
-172
Closed -$18K – 7364
2018
Q4 		$18K Buy
+172
New +$222 ﹤0.01% 5415
2018
Q3 		– Sell
-19
Closed -$3K – 7641
2018
Q2 		$3K Sell
19
-64
-77% -$156 ﹤0.01% 6916
2018
Q1 		$11K Sell
83
-76
-48% -$264 ﹤0.01% 3951
2017
Q4 		$18K Buy
+159
New +$539 ﹤0.01% 3386

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.