Empowered Funds
GEG icon

Empowered Funds’s Great Elm Group GEG Stock Holding History

Empowered Funds’s Portfolio GEG Stock Details GEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$78.4K Buy
+36,473
New +$79.3K ﹤0.01% 2438

Other funds holding GEG

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Empowered Funds's GEG Position: Q3 2026 in Review

Empowered Funds opened a new position in Great Elm Group (GEG) in Q3 2026: 36,473 shares worth $78.4K. The stake represents ﹤0.01% of the portfolio and ranks #2438 among its holdings.

17 funds tracked by Wall St. Rank hold GEG as of Q3 2026.

  • Empowered Funds held 36,473 shares of Great Elm Group worth $78.4K as of Q3 2026.
  • Great Elm Group was a new Empowered Funds position in Q3 2026.
  • Great Elm Group made up ﹤0.01% of Empowered Funds's portfolio in Q3 2026, its #2438 holding.
  • 17 funds tracked by Wall St. Rank held Great Elm Group as of Q3 2026.

Based on Empowered Funds's 13F filing for Q3 2026, filed 13 Nov 2026.