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Physician Wealth Advisors’s Greif GEF Stock Holding History

Physician 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 		$3.35K Sell
45
-4
-8% -$268 ﹤0.01% 1279
2026
Q1 		$3.29K Buy
+49
New +$3.47K ﹤0.01% 1144

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

Physician Wealth Advisors's GEF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Greif (GEF) stake by 8.2% in Q2 2026, selling an estimated $268 and leaving 45 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Physician Wealth Advisors first reported a position in GEF in Q1 2026 and has held it in 2 quarters since. 284 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Physician Wealth Advisors held 45 shares of Greif worth $3.35K as of Q2 2026.
  • Physician Wealth Advisors sold 4 Greif shares in Q2 2026, an estimated $268.
  • Greif made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1279 holding.
  • Physician Wealth Advisors first reported a position in Greif in Q1 2026 and has held it in 2 quarters since.
  • 284 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.