Integrated Wealth Concepts’s Greif GEF Stock Holding History

Integrated Wealth Concepts’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	$38.6K	Buy	+518	New	+$34.7K	﹤0.01%	3570

Other funds holding GEF

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Integrated Wealth Concepts's GEF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Greif (GEF) in Q2 2026: 518 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #3570 among its holdings.

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

Integrated Wealth Concepts held 518 shares of Greif worth $38.6K as of Q2 2026.
Greif was a new Integrated Wealth Concepts position in Q2 2026.
Greif made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3570 holding.
283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.