DiNuzzo Private Wealth’s Greif GEF Stock Holding History

DiNuzzo Private Wealth’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	$447	Hold	6	–	–	﹤0.01%	1127
2026 Q1	$403	Hold	6	–	–	﹤0.01%	1132
2025 Q4	$407	Hold	6	–	–	﹤0.01%	1137
2025 Q3	$392	Hold	6	–	–	﹤0.01%	1148
2025 Q2	$390	Hold	6	–	–	﹤0.01%	1140
2025 Q1	$330	Hold	6	–	–	﹤0.01%	1165
2024 Q4	$367	Hold	6	–	–	﹤0.01%	1171
2024 Q3	$376	Hold	6	–	–	﹤0.01%	1185
2024 Q2	$345	Buy	6 +1	+20%	+$63	﹤0.01%	1153
2024 Q1	$346	Hold	5	–	–	﹤0.01%	1094
2023 Q4	$328	Buy	+5	New	+$330	﹤0.01%	1099

Other funds holding GEF

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return