EWA
GEF icon

EverSource Wealth Advisors’s Greif GEF Stock Holding History

EverSource Wealth Advisors’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
Q1 		$21.6K Sell
322
-338
-51% -$23.9K ﹤0.01% 2458
2025
Q4 		$44.7K Sell
660
-273
-29% -$17.1K ﹤0.01% 1815
2025
Q3 		$55.8K Buy
933
+646
+225% +$41.7K ﹤0.01% 1623
2025
Q2 		$18.7K Buy
287
+113
+65% +$6.43K ﹤0.01% 2351
2025
Q1 		$9.57K Buy
174
+44
+34% +$2.59K ﹤0.01% 2134
2024
Q4 		$7.95K Hold
130
– – ﹤0.01% 2122
2024
Q3 		$8.15K Buy
130
+56
+76% +$3.44K ﹤0.01% 1977
2024
Q2 		$4.93K Sell
74
-14
-16% -$884 ﹤0.01% 2226
2024
Q1 		$5.39K Hold
88
– – ﹤0.01% 2017
2023
Q4 		$5.77K Hold
88
– – ﹤0.01% 1800
2023
Q3 		$5.88K Hold
88
– – ﹤0.01% 1647
2023
Q2 		$6.06K Hold
88
– – ﹤0.01% 1645
2023
Q1 		$5.58K Buy
88
+14
+19% +$939 ﹤0.01% 1606
2022
Q4 		$4.96K Hold
74
– – ﹤0.01% 1602
2022
Q3 		$4K Buy
+74
New +$4.93K ﹤0.01% 1438

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return