KIM
GEF icon

Kestra Investment Management’s Greif GEF Stock Holding History

Kestra Investment Management’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
2025
Q3 		– Sell
-1,034
Closed -$56.9K – 657
2025
Q2 		$56.9K Hold
1,034
– – ﹤0.01% 550
2025
Q1 		$56.9K Buy
+1,034
New +$60.9K ﹤0.01% 459

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kestra Investment Management's GEF Position: Q3 2025 in Review

Kestra Investment Management sold out of Greif (GEF) in Q3 2025, closing a stake of 1,034 shares — an estimated $56.9K sold.

Kestra Investment Management first reported a position in GEF in Q1 2025 and held it in 2 quarters. The position peaked at $56.9K in Q2 2025. 267 funds tracked by Wall St. Rank hold GEF as of Q3 2025.

  • Kestra Investment Management reported no remaining Greif position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,034 Greif shares in Q3 2025, an estimated $56.9K.
  • Kestra Investment Management first reported a position in Greif in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Greif position peaked at $56.9K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Greif as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.