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Creative Planning GROW Position History
U.S. Global Investors, Inc. • Financial Services
Quarters held
8
Latest value
$3K
Q3 2026
Peak value
$510K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $325K |
| Q4 2025 | $421K |
| Q1 2026 | $424K |
| Q2 2026 | $510K |
| Q2 2026 | $7K |
| Q3 2026 | $482K |
| Q3 2026 | $8K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 1.0K | — | — |
| Q3 2026 | $8K | 10.0K | — | — |
| Q3 2026 | $482K | 17.1K | — | — |
| Q2 2026 | $7K | 10.0K | — | — |
| Q2 2026 | $510K | 15.3K | — | — |
| Q1 2026 | $424K | 17.2K | — | — |
| Q4 2025 | $421K | 15.0K | — | — |
| Q3 2025 | $325K | 13.2K | — | — |
Other funds holding GROW
$113.5M
$106.7M
$71.6M
$63.5M
$60.2M
$48.5M
$42.5M