Evergreen Capital Management
GRFS icon

Evergreen Capital Management’s Grifois GRFS Stock Holding History

Evergreen Capital 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
Q3 		– Sell
-12,801
Closed -$90.6K – 1516
2026
Q2 		$90.6K Sell
12,801
-9,547
-43% -$75.4K ﹤0.01% 1505
2026
Q1 		$179K Buy
22,348
+495
+2% +$4.36K ﹤0.01% 1415
2025
Q4 		$204K Buy
+21,853
New +$199K ﹤0.01% 1306
2025
Q2 		– Sell
-14,501
Closed -$103K – 1182
2025
Q1 		$103K Sell
14,501
-800
-5% -$6.04K ﹤0.01% 1062
2024
Q4 		$114K Buy
+15,301
New +$128K ﹤0.01% 1041

Other funds holding GRFS

Hennion & Walsh Asset Management
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BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Evergreen Capital Management's GRFS Position: Q3 2026 in Review

Evergreen Capital Management sold out of Grifois (GRFS) in Q3 2026, closing a stake of 12,801 shares — an estimated $90.6K sold.

Evergreen Capital Management first reported a position in GRFS in Q4 2024 and held it in 5 quarters. The position peaked at $204K in Q4 2025. 42 funds tracked by Wall St. Rank hold GRFS as of Q3 2026.

  • Evergreen Capital Management reported no remaining Grifois position as of Q3 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 12,801 Grifois shares in Q3 2026, an estimated $90.6K.
  • Evergreen Capital Management first reported a position in Grifois in Q4 2024 and held it in 5 quarters.
  • Evergreen Capital Management's Grifois position peaked at $204K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Grifois as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.