WR Wealth Planners’s GrowGeneration GRWG Stock Holding History

WR Wealth Planners’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
2024 Q4	$3.98K	Sell	2,354 -8,310	-78%	-$15.9K	﹤0.01%	739
2024 Q3	$22.7K	Sell	10,664 -3,767	-26%	-$8.08K	0.01%	460
2024 Q2	$31K	Sell	14,431 -90	-0.6%	-$228	0.01%	388
2024 Q1	$41.5K	Sell	14,521 -54,364	-79%	-$125K	0.01%	358
2023 Q4	$173K	Buy	68,885 +4,790	+7%	+$11.7K	0.06%	175
2023 Q3	$187K	Buy	64,095 +9,061	+16%	+$29.7K	0.07%	177
2023 Q2	$187K	Buy	55,034 +7,335	+15%	+$26K	0.07%	178
2023 Q1	$163K	Buy	47,699 +22,176	+87%	+$94.8K	0.07%	177
2022 Q4	$100K	Buy	25,523 +5,088	+25%	+$24.3K	0.06%	137
2022 Q3	$71.5K	Buy	20,435 +2,382	+13%	+$11K	0.05%	140
2022 Q2	$64.8K	Buy	18,053 +3,510	+24%	+$20K	0.04%	152
2022 Q1	$134K	Buy	+14,543	New	+$131K	0.08%	117

Other funds holding GRWG

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

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

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

AIC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

WR Wealth Planners's GRWG Position: Q4 2024 in Review

WR Wealth Planners reduced its GrowGeneration (GRWG) stake by 78% in Q4 2024, selling an estimated $15.9K and leaving 2,354 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

WR Wealth Planners first reported a position in GRWG in Q1 2022 and has held it in 12 quarters since. The position peaked at $187K in Q3 2023. 110 funds tracked by Wall St. Rank hold GRWG as of Q4 2024.

WR Wealth Planners held 2,354 shares of GrowGeneration worth $3.98K as of Q4 2024.
WR Wealth Planners sold 8,310 GrowGeneration shares in Q4 2024, an estimated $15.9K.
GrowGeneration made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #739 holding.
WR Wealth Planners first reported a position in GrowGeneration in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's GrowGeneration position peaked at $187K in Q3 2023.
110 funds tracked by Wall St. Rank held GrowGeneration as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.