Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-45,661
Closed -$366K 380
2026
Q1
$366K Sell
45,661
-1,086
-2% -$9.57K ﹤0.01% 267
2025
Q4
$437K Buy
46,747
+305
+0.7% +$2.77K ﹤0.01% 250
2025
Q3
$463K Buy
+46,442
New +$464K 0.01% 226

Other funds holding GRFS

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

Dynasty Wealth Management sold out of Grifois (GRFS) in Q2 2026, closing a stake of 45,661 shares — an estimated $366K sold.

Dynasty Wealth Management first reported a position in GRFS in Q3 2025 and held it in 3 quarters. The position peaked at $463K in Q3 2025. 165 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • Dynasty Wealth Management reported no remaining Grifois position as of Q2 2026 after selling out during the quarter.
  • Dynasty Wealth Management sold 45,661 Grifois shares in Q2 2026, an estimated $366K.
  • Dynasty Wealth Management first reported a position in Grifois in Q3 2025 and held it in 3 quarters.
  • Dynasty Wealth Management's Grifois position peaked at $463K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.