Integrated Wealth Concepts’s Greif Class B GEF.B Stock Holding History

Integrated Wealth Concepts’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	$25.1K	Buy	+268	New	+$22.6K	﹤0.01%	3906

Other funds holding GEF.B

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

APCM

Arbiter Partners Capital Management New York $190M AUM 50.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

MVP

Medina Value Partners Los Angeles, California $510M AUM 26.16% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Greif Class B (GEF.B) in Q2 2026: 268 shares worth $25.1K. The stake represents ﹤0.01% of the portfolio and ranks #3906 among its holdings.

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

Integrated Wealth Concepts held 268 shares of Greif Class B worth $25.1K as of Q2 2026.
Greif Class B was a new Integrated Wealth Concepts position in Q2 2026.
Greif Class B made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3906 holding.
136 funds tracked by Wall St. Rank held Greif Class B as of Q2 2026.

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