GPWM
SF

Grant Private Wealth Management’s Stifel SF Stock Holding History

Grant Private Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Hold
3,075
– – 0.09% 154
2026
Q1 		$227K Hold
3,075
– – 0.12% 139
2025
Q4 		$257K Hold
3,075
– – 0.16% 112
2025
Q3 		$233K Buy
+3,075
New +$230K 0.14% 121
2025
Q2 		– Sell
-3,975
Closed -$250K – 129
2025
Q1 		$250K Hold
3,975
– – 0.27% 101
2024
Q4 		$281K Buy
+3,975
New +$284K 0.3% 88

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DC
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GI
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BONH
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