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True Wealth Design’s GRAIL Inc GRAL Stock Holding History

True Wealth Design’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
2026
Q3 		$24.8K Hold
177
– – 0.01% 748
2026
Q2 		$12.1K Buy
177
+10
+6% +$589 ﹤0.01% 997
2026
Q1 		$8.63K Hold
167
– – ﹤0.01% 1025
2025
Q4 		$14.3K Hold
167
– – ﹤0.01% 727
2025
Q3 		$9.88K Sell
167
-45
-21% -$1.72K ﹤0.01% 836
2025
Q2 		$10.9K Sell
212
-389
-65% -$14.1K ﹤0.01% 547
2025
Q1 		$15.3K Buy
601
+376
+167% +$11.6K 0.01% 384
2024
Q4 		$4.02K Sell
225
-440
-66% -$7.15K ﹤0.01% 575
2024
Q3 		$9.15K Buy
+665
New +$10.1K ﹤0.01% 439

Other funds holding GRAL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
LAI
Legal Advantage Investments Los Altos Hills, California $468M AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

True Wealth Design's GRAL Position: Q3 2026 in Review

True Wealth Design held its GRAIL Inc (GRAL) position steady in Q3 2026 at 177 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #748.

True Wealth Design first reported a position in GRAL in Q3 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold GRAL as of Q3 2026.

  • True Wealth Design held 177 shares of GRAIL Inc worth $24.8K as of Q3 2026.
  • True Wealth Design left its GRAIL Inc share count unchanged in Q3 2026.
  • GRAIL Inc made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #748 holding.
  • True Wealth Design first reported a position in GRAIL Inc in Q3 2024 and has held it in 9 quarters since.
  • 18 funds tracked by Wall St. Rank held GRAIL Inc as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.