True Wealth Design’s GrowGeneration GRWG Stock Holding History

True Wealth Design’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 Q4	–	Sell	-17	Closed	-$32	–	2663
2025 Q3	$32	Sell	17 -40	-70%	-$55	﹤0.01%	2624
2025 Q2	$54	Buy	57 +14	+33%	+$15	﹤0.01%	2364
2025 Q1	$47	Buy	+43	New	+$58	﹤0.01%	2397

Other funds holding GRWG

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

MAM

Monaco Asset Management Monaco $542M AUM 54.4% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

True Wealth Design's GRWG Position: Q4 2025 in Review

True Wealth Design sold out of GrowGeneration (GRWG) in Q4 2025, closing a stake of 17 shares — an estimated $32 sold.

True Wealth Design first reported a position in GRWG in Q1 2025 and held it in 3 quarters. The position peaked at $54 in Q2 2025. 92 funds tracked by Wall St. Rank hold GRWG as of Q4 2025.

True Wealth Design reported no remaining GrowGeneration position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 17 GrowGeneration shares in Q4 2025, an estimated $32.
True Wealth Design first reported a position in GrowGeneration in Q1 2025 and held it in 3 quarters.
True Wealth Design's GrowGeneration position peaked at $54 in Q2 2025.
92 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.