Transform Wealth’s GrowGeneration GRWG Stock Holding History

Transform Wealth’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
2025 Q1	–	Sell	-10,000	Closed	-$16.9K	–	256
2024 Q4	$16.9K	Buy	+10,000	New	+$19.1K	﹤0.01%	262

Other funds holding GRWG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Transform Wealth's GRWG Position: Q1 2025 in Review

Transform Wealth sold out of GrowGeneration (GRWG) in Q1 2025, closing a stake of 10,000 shares — an estimated $16.9K sold.

Transform Wealth first reported a position in GRWG in Q4 2024 and held it in 1 quarter. The position peaked at $16.9K in Q4 2024. 106 funds tracked by Wall St. Rank hold GRWG as of Q1 2025.

Transform Wealth reported no remaining GrowGeneration position as of Q1 2025 after selling out during the quarter.
Transform Wealth sold 10,000 GrowGeneration shares in Q1 2025, an estimated $16.9K.
Transform Wealth first reported a position in GrowGeneration in Q4 2024 and held it in 1 quarter.
Transform Wealth's GrowGeneration position peaked at $16.9K in Q4 2024.
106 funds tracked by Wall St. Rank held GrowGeneration as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.