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Global Financial Private Client’s Greif GEF Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-7
Closed -$385 – 748
2025
Q1 		$385 Buy
7
+5
+250% +$295 ﹤0.01% 1374
2024
Q4 		$122 Buy
+2
New +$131 ﹤0.01% 1439

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Global Financial Private Client's GEF Position: Q2 2025 in Review

Global Financial Private Client sold out of Greif (GEF) in Q2 2025, closing a stake of 7 shares — an estimated $385 sold.

Global Financial Private Client first reported a position in GEF in Q4 2024 and held it in 2 quarters. The position peaked at $385 in Q1 2025. 270 funds tracked by Wall St. Rank hold GEF as of Q2 2025.

  • Global Financial Private Client reported no remaining Greif position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 Greif shares in Q2 2025, an estimated $385.
  • Global Financial Private Client first reported a position in Greif in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Greif position peaked at $385 in Q1 2025.
  • 270 funds tracked by Wall St. Rank held Greif as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.