Back to GROW
Marshall & Sterling Wealth Advisors Inc. → GROW
Marshall & Sterling Wealth Advisors Inc. GROW Position History
U.S. Global Investors, Inc. • Financial Services
Quarters held
5
Latest value
$8K
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.7M |
| Q4 2025 | $8K |
| Q1 2026 | $7K |
| Q2 2026 | $9K |
| Q3 2026 | $8K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8K | 271 | — | — |
| Q2 2026 | $9K | 271 | — | — |
| Q1 2026 | $7K | 271 | — | — |
| Q4 2025 | $8K | 271 | — | — |
| Q3 2025 | $6.7M | 271 | — | — |
Other funds holding GROW
$113.5M
$106.7M
$71.6M
$63.5M
$60.2M
$48.5M
$42.5M