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
Q2 		– Sell
-24,509
Closed -$194K – 1311
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 $14.3B AUM 23.11% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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

Diversify Wealth Management's GRFS Position: Q2 2026 in Review

Diversify Wealth Management sold out of Grifois (GRFS) in Q2 2026, closing a stake of 24,509 shares — an estimated $194K sold.

Diversify Wealth Management first reported a position in GRFS in Q3 2025 and held it in 3 quarters. The position peaked at $1.16M in Q3 2025. 165 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • Diversify Wealth Management reported no remaining Grifois position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 24,509 Grifois shares in Q2 2026, an estimated $194K.
  • Diversify Wealth Management first reported a position in Grifois in Q3 2025 and held it in 3 quarters.
  • Diversify Wealth Management's Grifois position peaked at $1.16M in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.