Sound Income Strategies’s GrowGeneration GRWG Stock Holding History

Sound Income Strategies’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
2026 Q2	–	Sell	-107	Closed	-$116	–	1256
2026 Q1	$116	Hold	107	–	–	﹤0.01%	2502
2025 Q4	$159	Hold	107	–	–	﹤0.01%	2439
2025 Q3	$194	Hold	107	–	–	﹤0.01%	1602
2025 Q2	$100	Hold	107	–	–	﹤0.01%	1544
2025 Q1	$116	Hold	107	–	–	﹤0.01%	1494
2024 Q4	$181	Hold	107	–	–	﹤0.01%	1405
2024 Q3	$228	Hold	107	–	–	﹤0.01%	1349
2024 Q2	$230	Buy	+107	New	+$271	﹤0.01%	1316
2021 Q2	–	Sell	-650	Closed	-$32.3K	–	944
2021 Q1	$32.3K	Hold	650	–	–	0.01%	281
2020 Q4	$26K	Hold	650	–	–	0.01%	282
2020 Q3	$10K	Buy	+650	New	+$7.73K	﹤0.01%	410

Other funds holding GRWG

MAM

Monaco Asset Management Monaco $1.26B AUM 60.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sound Income Strategies's GRWG Position: Q2 2026 in Review

Sound Income Strategies sold out of GrowGeneration (GRWG) in Q2 2026, closing a stake of 107 shares — an estimated $116 sold.

Sound Income Strategies first reported a position in GRWG in Q3 2020 and held it in 11 quarters. The position peaked at $32.3K in Q1 2021. 48 funds tracked by Wall St. Rank hold GRWG as of Q2 2026.

Sound Income Strategies reported no remaining GrowGeneration position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 107 GrowGeneration shares in Q2 2026, an estimated $116.
Sound Income Strategies first reported a position in GrowGeneration in Q3 2020 and held it in 11 quarters.
Sound Income Strategies's GrowGeneration position peaked at $32.3K in Q1 2021.
48 funds tracked by Wall St. Rank held GrowGeneration as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.