Root Financial Partners
GEF icon

Root Financial Partners’s Greif GEF Stock Holding History

Root Financial Partners’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
Q3 		$29.5K Buy
+371
New +$30.5K ﹤0.01% 1352
2026
Q2 		– Sell
-126
Closed -$8.45K – 1495
2026
Q1 		$8.45K Buy
126
+66
+110% +$4.67K ﹤0.01% 1748
2025
Q4 		$4.06K Sell
60
-13
-18% -$814 ﹤0.01% 1825
2025
Q3 		$4.36K Buy
+73
New +$4.71K ﹤0.01% 1776

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Root Financial Partners's GEF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Greif (GEF) in Q3 2026: 371 shares worth $29.5K. The stake represents ﹤0.01% of the portfolio and ranks #1352 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in GEF as recently as Q1 2026.

Root Financial Partners first reported a position in GEF in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

  • Root Financial Partners held 371 shares of Greif worth $29.5K as of Q3 2026.
  • Greif was a new Root Financial Partners position in Q3 2026.
  • Greif made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1352 holding.
  • Root Financial Partners first reported a position in Greif in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.