Creative Planning
GEF icon

Creative Planning’s Greif GEF Stock Holding History

Creative Planning’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
Q2 		$13.4M Buy
180,435
+76,362
+73% +$5.12M 0.01% 692
2026
Q1 		$6.98M Buy
104,073
+58,362
+128% +$4.13M ﹤0.01% 946
2025
Q4 		$3.09M Buy
45,711
+28,181
+161% +$1.76M ﹤0.01% 1364
2025
Q3 		$1.05M Buy
17,530
+4,192
+31% +$271K ﹤0.01% 2068
2025
Q2 		$867K Buy
13,338
+6,407
+92% +$364K ﹤0.01% 1981
2025
Q1 		$381K Sell
6,931
-4,691
-40% -$276K ﹤0.01% 2548
2024
Q4 		$710K Buy
11,622
+2,016
+21% +$132K ﹤0.01% 1913
2024
Q3 		$602K Sell
9,606
-654
-6% -$40.1K ﹤0.01% 1942
2024
Q2 		$590K Buy
10,260
+1,448
+16% +$91.4K ﹤0.01% 1817
2024
Q1 		$608K Sell
8,812
-1,120
-11% -$71.4K ﹤0.01% 1702
2023
Q4 		$651K Buy
9,932
+507
+5% +$33.4K ﹤0.01% 1515
2023
Q3 		$630K Sell
9,425
-14
-0.1% -$992 ﹤0.01% 1411
2023
Q2 		$650K Buy
9,439
+928
+11% +$59.6K ﹤0.01% 1393
2023
Q1 		$539K Sell
8,511
-88
-1% -$5.9K ﹤0.01% 1418
2022
Q4 		$577K Buy
8,599
+985
+13% +$66.4K ﹤0.01% 1354
2022
Q3 		$454K Buy
7,614
+449
+6% +$29.9K ﹤0.01% 1393
2022
Q2 		$447K Buy
7,165
+83
+1% +$5.07K ﹤0.01% 1379
2022
Q1 		$461K Sell
7,082
-325
-4% -$19.4K ﹤0.01% 1365
2021
Q4 		$447K Buy
7,407
+2,500
+51% +$162K ﹤0.01% 1382
2021
Q3 		$317K Buy
+4,907
New +$304K ﹤0.01% 1556
2017
Q4 		– Sell
-3,446
Closed -$202K – 1947
2017
Q3 		$202K Buy
3,446
+3,035
+738% +$173K ﹤0.01% 1600
2017
Q2 		$23K Sell
411
-94
-19% -$5.32K ﹤0.01% 3090
2017
Q1 		$28K Buy
505
+44
+10% +$2.44K ﹤0.01% 2886
2016
Q4 		$24K Buy
461
+4
+0.9% +$203 ﹤0.01% 2957
2016
Q3 		$23K Buy
457
+357
+357% +$15.3K ﹤0.01% 2964
2016
Q2 		$4K Buy
+100
New +$3.58K ﹤0.01% 3742
2014
Q3 		– Sell
-67
Closed -$4K – 4062
2014
Q2 		$4K Buy
+67
New +$3.61K ﹤0.01% 3301

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Creative Planning's GEF Position: Q2 2026 in Review

Creative Planning increased its Greif (GEF) stake by 73% in Q2 2026, buying an estimated $5.12M and bringing the position to 180,435 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #692.

Creative Planning first reported a position in GEF in Q2 2014 and has held it in 27 quarters since. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Creative Planning held 180,435 shares of Greif worth $13.4M as of Q2 2026.
  • Creative Planning bought 76,362 Greif shares in Q2 2026, an estimated $5.12M.
  • Greif made up 0.01% of Creative Planning's portfolio in Q2 2026, its #692 holding.
  • Creative Planning first reported a position in Greif in Q2 2014 and has held it in 27 quarters since.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.