RDFA
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Ritter Daniher Financial Advisory’s The Greenbrier Companies GBX Stock Holding History

Ritter Daniher Financial Advisory’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.99K Sell
204
-159
-44% -$7.82K ﹤0.01% 444
2026
Q1 		$19.1K Buy
363
+2
+0.6% +$106 ﹤0.01% 367
2025
Q4 		$16.9K Buy
+361
New +$16.2K ﹤0.01% 373

Other funds holding GBX

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return