SWM
GRFS

Spire Wealth Management’s Grifois GRFS Stock Holding History

Spire Wealth 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
Q2 		$7.51K Hold
1,061
– – ﹤0.01% 1729
2026
Q1 		$8.51K Hold
1,061
– – ﹤0.01% 1668
2025
Q4 		$9.92K Hold
1,061
– – ﹤0.01% 1701
2025
Q3 		$10.6K Hold
1,061
– – ﹤0.01% 1729
2025
Q2 		$9.59K Sell
1,061
-193
-15% -$1.51K ﹤0.01% 1733
2025
Q1 		$8.92K Buy
1,254
+355
+39% +$2.68K ﹤0.01% 1863
2024
Q4 		$6.69K Hold
899
– – ﹤0.01% 1969
2024
Q3 		$7.98K Sell
899
-300
-25% -$2.44K ﹤0.01% 1702
2024
Q2 		$7.57K Sell
1,199
-314
-21% -$2.18K ﹤0.01% 1718
2024
Q1 		$10.1K Hold
1,513
– – ﹤0.01% 1709
2023
Q4 		$10.2K Buy
1,513
+300
+25% +$2.79K ﹤0.01% 1753
2023
Q3 		$11.1K Sell
1,213
-64
-5% -$625 ﹤0.01% 1700
2023
Q2 		$11.7K Hold
1,277
– – ﹤0.01% 1761
2023
Q1 		$9.41K Sell
1,277
-336
-21% -$2.91K ﹤0.01% 1871
2022
Q4 		$14K Buy
1,613
+415
+35% +$3.02K ﹤0.01% 1497
2022
Q3 		$7K Sell
1,198
-763
-39% -$6.78K ﹤0.01% 1653
2022
Q2 		$23K Sell
1,961
-201
-9% -$2.4K ﹤0.01% 1609
2022
Q1 		$25K Buy
2,162
+339
+19% +$3.9K ﹤0.01% 1719
2021
Q4 		$20K Buy
1,823
+294
+19% +$3.61K ﹤0.01% 2114
2021
Q3 		$22K Buy
1,529
+136
+10% +$2.06K ﹤0.01% 1815
2021
Q2 		$24K Buy
1,393
+1,333
+2,222% +$23.9K ﹤0.01% 1801
2021
Q1 		$18K Buy
+60
New +$1.04K ﹤0.01% 2189

Other funds holding GRFS

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return