WIM
GROW icon

Westside Investment Management’s US Global Investors GROW Stock Holding History

Westside Investment Management’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
2025
Q4 		– Sell
-1,200
Closed -$3.3K – 1515
2025
Q3 		$3.3K Hold
1,200
– – ﹤0.01% 1297
2025
Q2 		$3.12K Hold
1,200
– – ﹤0.01% 1191
2025
Q1 		$2.71K Hold
1,200
– – ﹤0.01% 863
2024
Q4 		$2.93K Hold
1,200
– – ﹤0.01% 855
2024
Q3 		$3.1K Hold
1,200
– – ﹤0.01% 849
2024
Q2 		$3.13K Hold
1,200
– – ﹤0.01% 830
2024
Q1 		$3.34K Hold
1,200
– – ﹤0.01% 776
2023
Q4 		$3.38K Hold
1,200
– – ﹤0.01% 746
2023
Q3 		$3.42K Hold
1,200
– – ﹤0.01% 736
2023
Q2 		$3.67K Hold
1,200
– – ﹤0.01% 733
2023
Q1 		$3.2K Hold
1,200
– – ﹤0.01% 741
2022
Q4 		$3 Hold
1,200
– – ﹤0.01% 738
2022
Q3 		$3 Hold
1,200
– – ﹤0.01% 733
2022
Q2 		$5 Hold
1,200
– – ﹤0.01% 679
2022
Q1 		$6 Hold
1,200
– – ﹤0.01% 660
2021
Q4 		$5 Hold
1,200
– – ﹤0.01% 669
2021
Q3 		$6 Buy
+1,200
New +$7.17K ﹤0.01% 627

Other funds holding GROW

KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Westside Investment Management's GROW Position: Q4 2025 in Review

Westside Investment Management sold out of US Global Investors (GROW) in Q4 2025, closing a stake of 1,200 shares — an estimated $3.3K sold.

Westside Investment Management first reported a position in GROW in Q3 2021 and held it in 17 quarters. The position peaked at $3.67K in Q2 2023. 31 funds tracked by Wall St. Rank hold GROW as of Q4 2025.

  • Westside Investment Management reported no remaining US Global Investors position as of Q4 2025 after selling out during the quarter.
  • Westside Investment Management sold 1,200 US Global Investors shares in Q4 2025, an estimated $3.3K.
  • Westside Investment Management first reported a position in US Global Investors in Q3 2021 and held it in 17 quarters.
  • Westside Investment Management's US Global Investors position peaked at $3.67K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held US Global Investors as of Q4 2025.

Based on Westside Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.