Summit Financial Strategies’s Greif GEF Stock Holding History

Summit Financial Strategies’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	$288K	Sell	3,613 -950	-21%	-$78.1K	0.02%	133
2026 Q2	$340K	Hold	4,563	–	–	0.02%	122
2026 Q1	$306K	Hold	4,563	–	–	0.02%	125
2025 Q4	$309K	Hold	4,563	–	–	0.03%	121
2025 Q3	$273K	Hold	4,563	–	–	0.02%	126
2025 Q2	$297K	Hold	4,563	–	–	0.03%	122
2025 Q1	$251K	Hold	4,563	–	–	0.03%	123
2024 Q4	$279K	Sell	4,563 -330	-7%	-$21.5K	0.03%	115
2024 Q3	$307K	Hold	4,893	–	–	0.03%	118
2024 Q2	$281K	Hold	4,893	–	–	0.04%	113
2024 Q1	$338K	Hold	4,893	–	–	0.05%	103
2023 Q4	$321K	Hold	4,893	–	–	0.05%	107
2023 Q3	$327K	Hold	4,893	–	–	0.06%	93
2023 Q2	$337K	Hold	4,893	–	–	0.06%	90
2023 Q1	$310K	Hold	4,893	–	–	0.06%	93
2022 Q4	$328K	Hold	4,893	–	–	0.07%	85
2022 Q3	$291K	Hold	4,893	–	–	0.07%	92
2022 Q2	$305K	Hold	4,893	–	–	0.07%	84
2022 Q1	$318K	Buy	4,893 +654	+15%	+$39.1K	0.06%	84
2021 Q4	$256K	Hold	4,239	–	–	0.05%	103
2021 Q3	$274K	Hold	4,239	–	–	0.05%	99
2021 Q2	$257K	Buy	+4,239	New	+$259K	0.05%	104

Other funds holding GEF

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Summit Financial Strategies's GEF Position: Q3 2026 in Review

Summit Financial Strategies reduced its Greif (GEF) stake by 21% in Q3 2026, selling an estimated $78.1K and leaving 3,613 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #133.

Summit Financial Strategies first reported a position in GEF in Q2 2021 and has held it in 22 quarters since. The position peaked at $340K in Q2 2026. 20 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

Summit Financial Strategies held 3,613 shares of Greif worth $288K as of Q3 2026.
Summit Financial Strategies sold 950 Greif shares in Q3 2026, an estimated $78.1K.
Greif made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #133 holding.
Summit Financial Strategies first reported a position in Greif in Q2 2021 and has held it in 22 quarters since.
Summit Financial Strategies's Greif position peaked at $340K in Q2 2026.
20 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.