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SHP Wealth Management’s Greif GEF Stock Holding History

SHP Wealth Management’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 		$298 Sell
4
-3
-43% -$201 ﹤0.01% 1831
2026
Q1 		$469 Buy
+7
New +$496 ﹤0.01% 1630

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 $3.38T AUM 44.17% 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

SHP Wealth Management's GEF Position: Q2 2026 in Review

SHP Wealth Management reduced its Greif (GEF) stake by 43% in Q2 2026, selling an estimated $201 and leaving 4 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

SHP Wealth Management first reported a position in GEF in Q1 2026 and has held it in 2 quarters since. The position peaked at $469 in Q1 2026. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • SHP Wealth Management held 4 shares of Greif worth $298 as of Q2 2026.
  • SHP Wealth Management sold 3 Greif shares in Q2 2026, an estimated $201.
  • Greif made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1831 holding.
  • SHP Wealth Management first reported a position in Greif in Q1 2026 and has held it in 2 quarters since.
  • SHP Wealth Management's Greif position peaked at $469 in Q1 2026.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.