True Wealth Design
GRNT icon

True Wealth Design’s Granite Ridge Resources GRNT Stock Holding History

True Wealth Design’s Portfolio GRNT Stock Details GRNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.73K Sell
399
-185
-32% -$892 ﹤0.01% 1732
2026
Q2 		$2.58K Buy
584
+205
+54% +$1.08K ﹤0.01% 1587
2026
Q1 		$2.22K Sell
379
-11
-3% -$55 ﹤0.01% 1500
2025
Q4 		$1.83K Sell
390
-261
-40% -$1.35K ﹤0.01% 1484
2025
Q3 		$3.52K Buy
651
+635
+3,969% +$3.46K ﹤0.01% 1221
2025
Q2 		$102 Sell
16
-504
-97% -$2.78K ﹤0.01% 2231
2025
Q1 		$3.16K Sell
520
-164
-24% -$1.02K ﹤0.01% 835
2024
Q4 		$4.42K Buy
+684
New +$4.23K ﹤0.01% 558

Other funds holding GRNT

Hamilton Lane Advisors
Hamilton Lane Advisors Conshohocken, Pennsylvania $179M AUM 25.1% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

True Wealth Design reduced its Granite Ridge Resources (GRNT) stake by 32% in Q3 2026, selling an estimated $892 and leaving 399 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

True Wealth Design first reported a position in GRNT in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.42K in Q4 2024. 21 funds tracked by Wall St. Rank hold GRNT as of Q3 2026.

  • True Wealth Design held 399 shares of Granite Ridge Resources worth $1.73K as of Q3 2026.
  • True Wealth Design sold 185 Granite Ridge Resources shares in Q3 2026, an estimated $892.
  • Granite Ridge Resources made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1732 holding.
  • True Wealth Design first reported a position in Granite Ridge Resources in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Granite Ridge Resources position peaked at $4.42K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q3 2026.

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