Carson Wealth (CWM LLC)
GEF icon

Carson Wealth (CWM LLC)’s Greif GEF Stock Holding History

Carson Wealth (CWM 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
Q1 		$126K Buy
1,877
+81
+5% +$5.74K ﹤0.01% 3078
2025
Q4 		$122K Sell
1,796
-89
-5% -$5.57K ﹤0.01% 2916
2025
Q3 		$113K Buy
1,885
+461
+32% +$29.8K ﹤0.01% 2885
2025
Q2 		$93K Buy
1,424
+239
+20% +$13.6K ﹤0.01% 2793
2025
Q1 		$65K Sell
1,185
-26,597
-96% -$1.57M ﹤0.01% 2754
2024
Q4 		$1.7M Buy
27,782
+26,320
+1,800% +$1.72M 0.01% 845
2024
Q3 		$92K Buy
1,462
+450
+44% +$27.6K ﹤0.01% 2249
2024
Q2 		$58K Buy
1,012
+793
+362% +$50.1K ﹤0.01% 2364
2024
Q1 		$15K Buy
219
+8
+4% +$510 ﹤0.01% 3090
2023
Q4 		$14K Sell
211
-114
-35% -$7.51K ﹤0.01% 2985
2023
Q3 		$22K Hold
325
– – ﹤0.01% 2624
2023
Q2 		$22K Hold
325
– – ﹤0.01% 2571
2023
Q1 		$21K Buy
325
+174
+115% +$11.7K ﹤0.01% 2470
2022
Q4 		$10K Buy
151
+36
+31% +$2.43K ﹤0.01% 2794
2022
Q3 		$7K Buy
115
+112
+3,733% +$7.47K ﹤0.01% 2892
2022
Q2 		$0 Buy
+3
New +$183 ﹤0.01% 3902
2018
Q4 		– Sell
-18
Closed -$1K – 2152
2018
Q3 		$1K Buy
+18
New +$978 ﹤0.01% 1665

Other funds holding GEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GEF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Greif (GEF) stake by 4.5% in Q1 2026, buying an estimated $5.74K and bringing the position to 1,877 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3078.

Carson Wealth (CWM LLC) first reported a position in GEF in Q3 2018 and has held it in 17 quarters since. The position peaked at $1.7M in Q4 2024. 277 funds tracked by Wall St. Rank hold GEF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,877 shares of Greif worth $126K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81 Greif shares in Q1 2026, an estimated $5.74K.
  • Greif made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3078 holding.
  • Carson Wealth (CWM LLC) first reported a position in Greif in Q3 2018 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Greif position peaked at $1.7M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Greif as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.