AWS
GEF icon

Atria Wealth Solutions’s Greif GEF Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-5,496
Closed -$339K – 1947
2024
Q4 		$339K Buy
5,496
+19
+0.3% +$1.24K ﹤0.01% 1473
2024
Q3 		$346K Buy
5,477
+899
+20% +$55.2K ﹤0.01% 1429
2024
Q2 		$265K Sell
4,578
-78
-2% -$4.92K ﹤0.01% 1586
2024
Q1 		$324K Sell
4,656
-26
-0.6% -$1.66K ﹤0.01% 1510
2023
Q4 		$309K Buy
4,682
+82
+2% +$5.41K ﹤0.01% 1480
2023
Q3 		$310K Buy
4,600
+195
+4% +$13.8K ﹤0.01% 1400
2023
Q2 		$306K Buy
4,405
+18
+0.4% +$1.16K ﹤0.01% 1424
2023
Q1 		$280K Buy
+4,387
New +$294K ﹤0.01% 1457

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's GEF Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Greif (GEF) in Q1 2025, closing a stake of 5,496 shares — an estimated $339K sold.

Atria Wealth Solutions first reported a position in GEF in Q1 2023 and held it in 8 quarters. The position peaked at $346K in Q3 2024. 240 funds tracked by Wall St. Rank hold GEF as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Greif position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,496 Greif shares in Q1 2025, an estimated $339K.
  • Atria Wealth Solutions first reported a position in Greif in Q1 2023 and held it in 8 quarters.
  • Atria Wealth Solutions's Greif position peaked at $346K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Greif as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.