AF
GEF icon

Allworth Financial’s Greif GEF Stock Holding History

Allworth Financial’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
Q1 		$14K Buy
209
+28
+15% +$1.98K ﹤0.01% 3248
2025
Q4 		$12.3K Buy
181
+74
+69% +$4.63K ﹤0.01% 3128
2025
Q3 		$6.39K Sell
107
-4
-4% -$258 ﹤0.01% 3401
2025
Q2 		$7.21K Sell
111
-18
-14% -$1.02K ﹤0.01% 3054
2025
Q1 		$6.94K Buy
129
+77
+148% +$4.54K ﹤0.01% 2594
2024
Q4 		$3.19K Sell
52
-7
-12% -$457 ﹤0.01% 2969
2024
Q3 		$3.7K Buy
59
+49
+490% +$3.01K ﹤0.01% 2699
2024
Q2 		$620 Hold
10
– – ﹤0.01% 3312
2024
Q1 		$691 Sell
10
-2
-17% -$128 ﹤0.01% 3193
2023
Q4 		$788 Hold
12
– – ﹤0.01% 3031
2023
Q3 		$802 Buy
12
+5
+71% +$354 ﹤0.01% 2915
2023
Q2 		$483 Hold
7
– – ﹤0.01% 2909
2023
Q1 		$444 Sell
7
-2
-22% -$134 ﹤0.01% 2864
2022
Q4 		$604 Buy
9
+5
+125% +$337 ﹤0.01% 2588
2022
Q3 		$0 Sell
4
-237
-98% -$15.8K ﹤0.01% 2822
2022
Q2 		$15K Buy
+241
New +$14.7K ﹤0.01% 1363

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return