Fortitude Family Office’s Greif GEF Stock Holding History

Fortitude Family Office’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	$34.5K	Buy	433 +415	+2,306%	+$34.1K	0.01%	604
2026 Q2	$1.34K	Sell	18 -6	-25%	-$402	﹤0.01%	1640
2026 Q1	$1.61K	Buy	24 +18	+300%	+$1.27K	﹤0.01%	1358
2025 Q4	$406	Sell	6 -3	-33%	-$188	﹤0.01%	1770
2025 Q3	$538	Hold	9	–	–	﹤0.01%	1777
2025 Q2	$585	Buy	+9	New	+$512	﹤0.01%	1718

Other funds holding GEF

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fortitude Family Office's GEF Position: Q3 2026 in Review

Fortitude Family Office increased its Greif (GEF) stake by 2,306% in Q3 2026, buying an estimated $34.1K and bringing the position to 433 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #604.

Fortitude Family Office first reported a position in GEF in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

Fortitude Family Office held 433 shares of Greif worth $34.5K as of Q3 2026.
Fortitude Family Office bought 415 Greif shares in Q3 2026, an estimated $34.1K.
Greif made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #604 holding.
Fortitude Family Office first reported a position in Greif in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.