EP
GEF icon

Essential Partners’s Greif GEF Stock Holding History

Essential Partners’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
Q3 		$33.3K Buy
419
+41
+11% +$3.37K 0.02% 750
2026
Q2 		$28.2K Buy
378
+176
+87% +$11.8K 0.01% 782
2026
Q1 		$13.5K Sell
202
-26
-11% -$1.84K ﹤0.01% 1096
2025
Q4 		$15.4K Sell
228
-17
-7% -$1.06K ﹤0.01% 999
2025
Q3 		$14.6K Buy
245
+104
+74% +$6.71K ﹤0.01% 1019
2025
Q2 		$9.16K Buy
+141
New +$8.02K ﹤0.01% 869

Other funds holding GEF

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's GEF Position: Q3 2026 in Review

Essential Partners increased its Greif (GEF) stake by 11% in Q3 2026, buying an estimated $3.37K and bringing the position to 419 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #750.

Essential Partners first reported a position in GEF in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

  • Essential Partners held 419 shares of Greif worth $33.3K as of Q3 2026.
  • Essential Partners bought 41 Greif shares in Q3 2026, an estimated $3.37K.
  • Greif made up 0.02% of Essential Partners's portfolio in Q3 2026, its #750 holding.
  • Essential Partners first reported a position in Greif in Q2 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.