Back to GROW
Planning Strategies Inc. → GROW
Planning Strategies Inc. GROW Position History
U.S. Global Investors, Inc. • Financial Services
Quarters held
2
Latest value
$11K
Q3 2026
Peak value
$13K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $13K |
| Q3 2026 | $11K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11K | 400 | — | — |
| Q2 2026 | $13K | 400 | — | — |
Other funds holding GROW
$113.5M
$106.7M
$71.6M
$63.5M
$60.2M
$48.5M
$42.5M
Other Planning Strategies Inc. positions
VGES
$29.2MVANGUARD RUSSELL 1000 GROWTH ETF
VGES
$26.3MVANGUARD RUSSELL 1000 GROWTH ETF
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF