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Cherry Tree Wealth Management’s Greif GEF Stock Holding History

Cherry Tree Wealth Management’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
Q2 		– Sell
-15
Closed -$825 – 659
2025
Q1 		$825 Buy
+15
New +$884 ﹤0.01% 696

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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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cherry Tree Wealth Management's GEF Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of Greif (GEF) in Q2 2025, closing a stake of 15 shares — an estimated $825 sold.

Cherry Tree Wealth Management first reported a position in GEF in Q1 2025 and held it in 1 quarter. The position peaked at $825 in Q1 2025. 270 funds tracked by Wall St. Rank hold GEF as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining Greif position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 15 Greif shares in Q2 2025, an estimated $825.
  • Cherry Tree Wealth Management first reported a position in Greif in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Greif position peaked at $825 in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Greif as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.