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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return