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Personal CFO Solutions’s Greif GEF Stock Holding History

Personal CFO Solutions’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 		$295K Buy
3,926
+24
+0.6% +$1.61K 0.04% 405
2026
Q1 		$264K Buy
3,902
+302
+8% +$21.4K 0.04% 423
2025
Q4 		$244K Buy
+3,600
New +$225K 0.04% 439

Other funds holding GEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Personal CFO Solutions's GEF Position: Q2 2026 in Review

Personal CFO Solutions increased its Greif (GEF) stake by 0.62% in Q2 2026, buying an estimated $1.61K and bringing the position to 3,926 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #405.

Personal CFO Solutions first reported a position in GEF in Q4 2025 and has held it in 3 quarters since. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Personal CFO Solutions held 3,926 shares of Greif worth $295K as of Q2 2026.
  • Personal CFO Solutions bought 24 Greif shares in Q2 2026, an estimated $1.61K.
  • Greif made up 0.04% of Personal CFO Solutions's portfolio in Q2 2026, its #405 holding.
  • Personal CFO Solutions first reported a position in Greif in Q4 2025 and has held it in 3 quarters since.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.