LFAS
GEF icon

Level Four Advisory Services’s Greif GEF Stock Holding History

Level Four Advisory Services’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
Q1 		$1.18M Sell
17,636
-3,164
-15% -$224K 0.04% 392
2025
Q4 		$1.41M Sell
20,800
-587
-3% -$36.8K 0.05% 342
2025
Q3 		$1.28M Buy
21,387
+1,450
+7% +$93.6K 0.04% 354
2025
Q2 		$1.3M Buy
19,937
+2,166
+12% +$123K 0.05% 335
2025
Q1 		$977K Buy
17,771
+562
+3% +$33.1K 0.04% 352
2024
Q4 		$1.05M Buy
17,209
+1,239
+8% +$80.9K 0.04% 335
2024
Q3 		$997K Buy
15,970
+4,781
+43% +$293K 0.04% 352
2024
Q2 		$643K Buy
+11,189
New +$706K 0.03% 428

Other funds holding GEF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return