DWM
GRFS

Diversify Wealth Management’s Grifois GRFS Stock Holding History

Diversify 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
Q1 		$194K Sell
24,509
-85,636
-78% -$755K ﹤0.01% 1095
2025
Q4 		$974K Sell
110,145
-12,443
-10% -$113K 0.05% 324
2025
Q3 		$1.16M Buy
+122,588
New +$1.23M 0.07% 256

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Wealth Management's GRFS Position: Q1 2026 in Review

Diversify Wealth Management reduced its Grifois (GRFS) stake by 78% in Q1 2026, selling an estimated $755K and leaving 24,509 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Diversify Wealth Management first reported a position in GRFS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q3 2025. 184 funds tracked by Wall St. Rank hold GRFS as of Q1 2026.

  • Diversify Wealth Management held 24,509 shares of Grifois worth $194K as of Q1 2026.
  • Diversify Wealth Management sold 85,636 Grifois shares in Q1 2026, an estimated $755K.
  • Grifois made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1095 holding.
  • Diversify Wealth Management first reported a position in Grifois in Q3 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's Grifois position peaked at $1.16M in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Grifois as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.