Rothwell Investment Advisors, LLC’s Greif GEF Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio GEF Stock Details GEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.2K	Buy	+166	New	+$13.6K	0.01%	717

Other funds holding GEF

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Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's GEF Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Greif (GEF) in Q3 2026: 166 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #717 among its holdings.

128 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

Rothwell Investment Advisors, LLC held 166 shares of Greif worth $13.2K as of Q3 2026.
Greif was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Greif made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #717 holding.
128 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.