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Concurrent Investment Advisors, LLC → GROW
Concurrent Investment Advisors, LLC GROW Position History
U.S. Global Investors, Inc. • Financial Services
Quarters held
1
Latest value
$208K
Q3 2026
Peak value
$208K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $208K | 7.4K | — | — |
Other funds holding GROW
$113.5M
$106.7M
$71.6M
$63.5M
$60.2M
$48.5M
$42.5M