NewSquare Capital’s Greif GEF Stock Holding History

NewSquare Capital’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	-72	Closed	-$4.68K	–	585
2025 Q2	$4.68K	Buy	+72	New	+$4.09K	﹤0.01%	822

Other funds holding GEF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's GEF Position: Q3 2025 in Review

NewSquare Capital sold out of Greif (GEF) in Q3 2025, closing a stake of 72 shares — an estimated $4.68K sold.

NewSquare Capital first reported a position in GEF in Q2 2025 and held it in 1 quarter. The position peaked at $4.68K in Q2 2025. 267 funds tracked by Wall St. Rank hold GEF as of Q3 2025.

NewSquare Capital reported no remaining Greif position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 72 Greif shares in Q3 2025, an estimated $4.68K.
NewSquare Capital first reported a position in Greif in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Greif position peaked at $4.68K in Q2 2025.
267 funds tracked by Wall St. Rank held Greif as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.