Greykasell Wealth Strategies, Inc. Portfolio Holdings
Greykasell Wealth Strategies, Inc.
- $237 Billion
- Q3 2025
Greykasell Wealth Strategies, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 406 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $11.5B, Apple Inc. with a value of $10.8B, Ishares Core U.S. Aggregate Bo with a value of $9.42B, Spdr Gold Trust with a value of $9.07B, and Fidelity Merrimack Str Tr Tota with a value of $7.76B.
Examining the 13F form we can see an increase of $28.8B in the current position value, from $209B to 237B.
Greykasell Wealth Strategies, Inc. is based out at Danville, CA
Below you can find more details about Greykasell Wealth Strategies, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 406
- Current Value $237 Billion
- Prior Value $209 Billion
- Filing
- Period Q3 2025
- Filing Date November 04, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 101 stocks
- Additional Purchases 96 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks