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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
Q2 		$2.58K Buy
584
+205
+54% +$1.08K ﹤0.01% 1587
2026
Q1 		$2.23K 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% -$1.01K ﹤0.01% 835
2024
Q4 		$4.42K Buy
+684
New +$4.23K ﹤0.01% 558

Other funds holding GRNT

HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

True Wealth Design increased its Granite Ridge Resources (GRNT) stake by 54% in Q2 2026, buying an estimated $1.08K and bringing the position to 584 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

True Wealth Design first reported a position in GRNT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.42K in Q4 2024. 9 funds tracked by Wall St. Rank hold GRNT as of Q2 2026.

  • True Wealth Design held 584 shares of Granite Ridge Resources worth $2.58K as of Q2 2026.
  • True Wealth Design bought 205 Granite Ridge Resources shares in Q2 2026, an estimated $1.08K.
  • Granite Ridge Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1587 holding.
  • True Wealth Design first reported a position in Granite Ridge Resources in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Granite Ridge Resources position peaked at $4.42K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Granite Ridge Resources as of Q2 2026.

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