Creative Planning’s Greif GEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
DRZID
