Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Green Brick Partners GRBK Stock Holding History

Wealthspire Advisors (New York)’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
-179
Closed -$13.2K – 1794
2025
Q3 		$13.2K Buy
+179
New +$12.2K ﹤0.01% 1884

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Fidelity Investments
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s GRBK Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Green Brick Partners (GRBK) in Q4 2025, closing a stake of 179 shares — an estimated $13.2K sold.

Wealthspire Advisors (New York) first reported a position in GRBK in Q3 2025 and held it in 1 quarter. The position peaked at $13.2K in Q3 2025. 307 funds tracked by Wall St. Rank hold GRBK as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Green Brick Partners position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 179 Green Brick Partners shares in Q4 2025, an estimated $13.2K.
  • Wealthspire Advisors (New York) first reported a position in Green Brick Partners in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Green Brick Partners position peaked at $13.2K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held Green Brick Partners as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.