GeoWealth Management’s GRAIL Inc GRAL Stock Holding History

GeoWealth Management’s Portfolio GRAL Stock Details GRAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-468	Closed	-$24.1K	–	1266
2025 Q2	$24.1K	Buy	+468	New	+$16.9K	﹤0.01%	1038

Other funds holding GRAL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

CRCM LP San Francisco, California $141M AUM 153.09% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return

GeoWealth Management's GRAL Position: Q3 2025 in Review

GeoWealth Management sold out of GRAIL Inc (GRAL) in Q3 2025, closing a stake of 468 shares — an estimated $24.1K sold.

GeoWealth Management first reported a position in GRAL in Q2 2025 and held it in 1 quarter. The position peaked at $24.1K in Q2 2025. 346 funds tracked by Wall St. Rank hold GRAL as of Q3 2025.

GeoWealth Management reported no remaining GRAIL Inc position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 468 GRAIL Inc shares in Q3 2025, an estimated $24.1K.
GeoWealth Management first reported a position in GRAIL Inc in Q2 2025 and held it in 1 quarter.
GeoWealth Management's GRAIL Inc position peaked at $24.1K in Q2 2025.
346 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.