Institute for Wealth Management’s Greif Class B GEF.B Stock Holding History

Institute for Wealth Management’s Portfolio GEF.B Stock Details GEF.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.55K	Buy	+70	New	+$5.91K	﹤0.01%	1416

Other funds holding GEF.B

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

APCM

Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paladin Partners Hartland, Wisconsin $151M AUM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Greif Class B (GEF.B) in Q2 2026: 70 shares worth $6.55K. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings.

57 funds tracked by Wall St. Rank hold GEF.B as of Q2 2026.

Institute for Wealth Management held 70 shares of Greif Class B worth $6.55K as of Q2 2026.
Greif Class B was a new Institute for Wealth Management position in Q2 2026.
Greif Class B made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1416 holding.
57 funds tracked by Wall St. Rank held Greif Class B as of Q2 2026.

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