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Grail shares owned by Wealthquest

Quarter-by-quarter ownership of Grail (GRAL) shares owned by Wealthquest from 13F filings

Historical chart of Wealthquest investment in Grail

Tip: Access up to 7 years of quarterly data

All positions including Grail held by Wealthquest consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Grail by Wealthquest

Quarter filed Position value Share count Share price at filing
2025-03-31 $43M 715k 59.46

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
SPDR S&P 1500 Etf (SPTM)
Innovator Defined Wealth Shield Etf (BALT)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Finl Group Inc Ohio Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA US Large Cap Vector Etf (DFVX)
Vanguard Small Cap ETF Etf (VB)
Vanguard Short Term Bond Etf (BSV)
DFA Short Duration Fixed Income Etf (DFSD)
Procter And Gamble Stock (PG)
DFA International Core Equity ETF Etf (DFAI)

View all positions for Wealthquest

Top funds holding Grail

BlackRock
PRIMECAP Management Company
CRCM
Vanguard Group
Baker Bros. Advisors
Farallon Capital Management
State Street Corporation
Fort Hoosac Management
Sessa Capital IM
Susquehanna International
Geode Capital Management
Morgan Stanley
AQR Capital Management
One Fin Capital Management
Goldman Sachs Group

View all funds holding Grail