Action Point Financial Planning’s Greif Class B GEF.B Stock Holding History

Action Point Financial Planning’s Portfolio GEF.B Stock Details GEF.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$750	Buy	+8	New	+$676	﹤0.01%	2558

Other funds holding GEF.B

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

APCM

Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

Action Point Financial Planning's GEF.B Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Greif Class B (GEF.B) in Q2 2026: 8 shares worth $750. The stake represents ﹤0.01% of the portfolio and ranks #2558 among its holdings.

135 funds tracked by Wall St. Rank hold GEF.B as of Q2 2026.

Action Point Financial Planning held 8 shares of Greif Class B worth $750 as of Q2 2026.
Greif Class B was a new Action Point Financial Planning position in Q2 2026.
Greif Class B made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2558 holding.
135 funds tracked by Wall St. Rank held Greif Class B as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.