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Pinnacle Wealth Planning Services’s Greif GEF Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$26.3K Hold
353
– – ﹤0.01% 1654
2026
Q1 		$23.7K Hold
353
– – ﹤0.01% 1609
2025
Q4 		$23.9K Buy
+353
New +$22.1K ﹤0.01% 1636
2021
Q1 		– Sell
-353
Closed -$17K – 972
2020
Q4 		$17K Buy
+353
New +$16K ﹤0.01% 1214

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

Pinnacle Wealth Planning Services's GEF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Greif (GEF) position steady in Q2 2026 at 353 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Pinnacle Wealth Planning Services first reported a position in GEF in Q4 2020 and has held it in 4 quarters since. 284 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 353 shares of Greif worth $26.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Greif share count unchanged in Q2 2026.
  • Greif made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1654 holding.
  • Pinnacle Wealth Planning Services first reported a position in Greif in Q4 2020 and has held it in 4 quarters since.
  • 284 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.