CCWM
GRFS

Cassaday & Co Wealth Management’s Grifois GRFS Stock Holding History

Cassaday & Co Wealth Management’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21
Closed -$169 – 1357
2026
Q1 		$169 Buy
+21
New +$185 ﹤0.01% 1284

Other funds holding GRFS

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PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's GRFS Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Grifois (GRFS) in Q2 2026, closing a stake of 21 shares — an estimated $169 sold.

Cassaday & Co Wealth Management first reported a position in GRFS in Q1 2026 and held it in 1 quarter. The position peaked at $169 in Q1 2026. 165 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Grifois position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 21 Grifois shares in Q2 2026, an estimated $169.
  • Cassaday & Co Wealth Management first reported a position in Grifois in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Grifois position peaked at $169 in Q1 2026.
  • 165 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.