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 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	–	–	0.06%	99
2021 Q2	$257K	Buy	+4,239	New	+$259K	0.05%	104

Other funds holding GEF

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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

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