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True Wealth Design’s Green Brick Partners GRBK Stock Holding History

True Wealth Design’s Portfolio GRBK Stock Details GRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$74 – 2662
2025
Q3 		$74 Hold
1
– – ﹤0.01% 2511
2025
Q2 		$63 Buy
+1
New +$59 ﹤0.01% 2338

Other funds holding GRBK

DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

True Wealth Design's GRBK Position: Q4 2025 in Review

True Wealth Design sold out of Green Brick Partners (GRBK) in Q4 2025, closing a stake of 1 share — an estimated $74 sold.

True Wealth Design first reported a position in GRBK in Q2 2025 and held it in 2 quarters. The position peaked at $74 in Q3 2025. 307 funds tracked by Wall St. Rank hold GRBK as of Q4 2025.

  • True Wealth Design reported no remaining Green Brick Partners position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Green Brick Partners share in Q4 2025, an estimated $74.
  • True Wealth Design first reported a position in Green Brick Partners in Q2 2025 and held it in 2 quarters.
  • True Wealth Design's Green Brick Partners position peaked at $74 in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Green Brick Partners as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.