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Spire Wealth Management’s Greif GEF Stock Holding History

Spire 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
Q1 		– Sell
-150
Closed -$10.2K – 2320
2025
Q4 		$10.2K Sell
150
-455
-75% -$28.5K ﹤0.01% 1692
2025
Q3 		$36.2K Hold
605
– – ﹤0.01% 1336
2025
Q2 		$39.3K Sell
605
-30
-5% -$1.71K ﹤0.01% 1288
2025
Q1 		$34.9K Buy
635
+25
+4% +$1.47K ﹤0.01% 1411
2024
Q4 		$37.3K Hold
610
– – ﹤0.01% 1403
2024
Q3 		$38.2K Hold
610
– – ﹤0.01% 1214
2024
Q2 		$35.1K Sell
610
-30
-5% -$1.89K ﹤0.01% 1240
2024
Q1 		$44.2K Sell
640
-30
-4% -$1.91K ﹤0.01% 1261
2023
Q4 		$42.5K Sell
670
-20
-3% -$1.32K ﹤0.01% 1262
2023
Q3 		$46.1K Sell
690
-10
-1% -$709 ﹤0.01% 1200
2023
Q2 		$48.2K Hold
700
– – ﹤0.01% 1213
2023
Q1 		$44.4K Buy
700
+230
+49% +$15.4K ﹤0.01% 1248
2022
Q4 		$32K Hold
470
– – ﹤0.01% 1170
2022
Q3 		$28K Sell
470
-230
-33% -$15.3K ﹤0.01% 1180
2022
Q2 		$44K Sell
700
-700
-50% -$42.8K ﹤0.01% 1345
2022
Q1 		$91K Hold
1,400
– – ﹤0.01% 1195
2021
Q4 		$85K Hold
1,400
– – ﹤0.01% 1478
2021
Q3 		$90K Hold
1,400
– – ﹤0.01% 1231
2021
Q2 		$85K Hold
1,400
– – ﹤0.01% 1246
2021
Q1 		$80K Buy
+1,400
New +$72K ﹤0.01% 1492

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Spire Wealth Management's GEF Position: Q1 2026 in Review

Spire Wealth Management sold out of Greif (GEF) in Q1 2026, closing a stake of 150 shares — an estimated $10.2K sold.

Spire Wealth Management first reported a position in GEF in Q1 2021 and held it in 20 quarters. The position peaked at $91K in Q1 2022. 277 funds tracked by Wall St. Rank hold GEF as of Q1 2026.

  • Spire Wealth Management reported no remaining Greif position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 150 Greif shares in Q1 2026, an estimated $10.2K.
  • Spire Wealth Management first reported a position in Greif in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Greif position peaked at $91K in Q1 2022.
  • 277 funds tracked by Wall St. Rank held Greif as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.