TWD
GRFS

True Wealth Design’s Grifois GRFS Stock Holding History

True Wealth Design’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 		$411 Hold
58
– – ﹤0.01% 2260
2026
Q1 		$466 Sell
58
-22
-28% -$194 ﹤0.01% 2081
2025
Q4 		$748 Buy
80
+32
+67% +$291 ﹤0.01% 1813
2025
Q3 		$479 Buy
+48
New +$480 ﹤0.01% 2022

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 $1.87B 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
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

True Wealth Design's GRFS Position: Q2 2026 in Review

True Wealth Design held its Grifois (GRFS) position steady in Q2 2026 at 58 shares worth $411. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

True Wealth Design first reported a position in GRFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $748 in Q4 2025. 11 funds tracked by Wall St. Rank hold GRFS as of Q2 2026.

  • True Wealth Design held 58 shares of Grifois worth $411 as of Q2 2026.
  • True Wealth Design left its Grifois share count unchanged in Q2 2026.
  • Grifois made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2260 holding.
  • True Wealth Design first reported a position in Grifois in Q3 2025 and has held it in 4 quarters since.
  • True Wealth Design's Grifois position peaked at $748 in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Grifois as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.