Back to GROW
Kestra Advisory Services, LLC → GROW
Kestra Advisory Services, LLC GROW Position History
U.S. Global Investors, Inc. • Financial Services
Quarters held
5
Latest value
$766K
Q3 2026
Peak value
$941K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $675K |
| Q4 2025 | $757K |
| Q1 2026 | $763K |
| Q2 2026 | $941K |
| Q3 2026 | $766K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $766K | 27.1K | — | — |
| Q2 2026 | $941K | 28.3K | — | — |
| Q1 2026 | $763K | 31.0K | — | — |
| Q4 2025 | $757K | 27.0K | — | — |
| Q3 2025 | $675K | 27.4K | — | — |
Other funds holding GROW
$113.5M
$106.7M
$71.6M
$63.5M
$60.2M
$48.5M
$42.5M