JFS Wealth Advisors
GEF icon

JFS Wealth Advisors’s Greif GEF Stock Holding History

JFS Wealth Advisors’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
Q3 		$6.06K Hold
76
– – ﹤0.01% 1163
2026
Q2 		$5.67K Buy
76
+4
+6% +$268 ﹤0.01% 1234
2026
Q1 		$4.83K Sell
72
-13
-15% -$921 ﹤0.01% 1206
2025
Q4 		$5.76K Buy
85
+4
+5% +$250 ﹤0.01% 1180
2025
Q3 		$4.84K Hold
81
– – ﹤0.01% 1127
2025
Q2 		$5.26K Buy
81
+7
+9% +$398 ﹤0.01% 1066
2025
Q1 		$4.07K Hold
74
– – ﹤0.01% 1208
2024
Q4 		$4.52K Hold
74
– – ﹤0.01% 1163
2024
Q3 		$4.64K Sell
74
-636
-90% -$39K ﹤0.01% 1148
2024
Q2 		$40.8K Sell
710
-144
-17% -$9.09K ﹤0.01% 454
2024
Q1 		$59K Buy
854
+6
+0.7% +$383 ﹤0.01% 400
2023
Q4 		$55.6K Buy
848
+9
+1% +$593 ﹤0.01% 387
2023
Q3 		$56.1K Buy
839
+6
+0.7% +$425 0.01% 361
2023
Q2 		$57.4K Buy
833
+6
+0.7% +$385 0.01% 357
2023
Q1 		$52.4K Sell
827
-7
-0.8% -$469 ﹤0.01% 368
2022
Q4 		$55.9K Buy
834
+801
+2,427% +$54K 0.01% 351
2022
Q3 		$2K Buy
33
+3
+10% +$200 ﹤0.01% 1323
2022
Q2 		$2K Buy
30
+10
+50% +$611 ﹤0.01% 1324
2022
Q1 		$1K Buy
20
+11
+122% +$657 ﹤0.01% 1643
2021
Q4 		$1K Buy
+9
New +$583 ﹤0.01% 1367

Other funds holding GEF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JFS Wealth Advisors's GEF Position: Q3 2026 in Review

JFS Wealth Advisors held its Greif (GEF) position steady in Q3 2026 at 76 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

JFS Wealth Advisors first reported a position in GEF in Q4 2021 and has held it in 20 quarters since. The position peaked at $59K in Q1 2024. 245 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

  • JFS Wealth Advisors held 76 shares of Greif worth $6.06K as of Q3 2026.
  • JFS Wealth Advisors left its Greif share count unchanged in Q3 2026.
  • Greif made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1163 holding.
  • JFS Wealth Advisors first reported a position in Greif in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Greif position peaked at $59K in Q1 2024.
  • 245 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.