SWM
GEF icon

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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return