PWS
GRFS

Peterson Wealth Services’s Grifois GRFS Stock Holding History

Peterson Wealth Services’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
Q1 		$12.2K Hold
1,521
– – ﹤0.01% 183
2025
Q4 		$14.2K Sell
1,521
-5,766
-79% -$52.4K ﹤0.01% 175
2025
Q3 		$15.1K Buy
7,287
+5,787
+386% +$57.8K ﹤0.01% 182
2025
Q2 		$13.6K Buy
+1,500
New +$11.7K ﹤0.01% 175
2025
Q1 		– Hold
0
– – – 180
2024
Q4 		– Sell
-1,500
Closed -$12.5K – 181
2024
Q3 		$13.3K Buy
+1,500
New +$12.2K ﹤0.01% 183

Other funds holding GRFS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Peterson Wealth Services's GRFS Position: Q1 2026 in Review

Peterson Wealth Services held its Grifois (GRFS) position steady in Q1 2026 at 1,521 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #183.

Peterson Wealth Services first reported a position in GRFS in Q3 2024 and has held it in 5 quarters since. The position peaked at $15.1K in Q3 2025. 184 funds tracked by Wall St. Rank hold GRFS as of Q1 2026.

  • Peterson Wealth Services held 1,521 shares of Grifois worth $12.2K as of Q1 2026.
  • Peterson Wealth Services left its Grifois share count unchanged in Q1 2026.
  • Grifois made up ﹤0.01% of Peterson Wealth Services's portfolio in Q1 2026, its #183 holding.
  • Peterson Wealth Services first reported a position in Grifois in Q3 2024 and has held it in 5 quarters since.
  • Peterson Wealth Services's Grifois position peaked at $15.1K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Grifois as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.