IFWM
GEF icon

Institute for Wealth Management’s Greif GEF Stock Holding History

Institute for Wealth Management’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
Q2 		$5.96K Buy
+80
New +$5.37K ﹤0.01% 1427
2022
Q3 		– Sell
-5,545
Closed -$346K – 481
2022
Q2 		$346K Hold
5,545
– – 0.07% 358
2022
Q1 		$361K Buy
+5,545
New +$331K 0.06% 367

Other funds holding GEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Institute for Wealth Management's GEF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Greif (GEF) in Q2 2026: 80 shares worth $5.96K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in GEF as recently as Q2 2022.

Institute for Wealth Management first reported a position in GEF in Q1 2022 and has held it in 3 quarters since. The position peaked at $361K in Q1 2022. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Institute for Wealth Management held 80 shares of Greif worth $5.96K as of Q2 2026.
  • Greif was a new Institute for Wealth Management position in Q2 2026.
  • Greif made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1427 holding.
  • Institute for Wealth Management first reported a position in Greif in Q1 2022 and has held it in 3 quarters since.
  • Institute for Wealth Management's Greif position peaked at $361K in Q1 2022.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.