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True Wealth Design’s Greif GEF Stock Holding History

True Wealth Design’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 		$16.5K Sell
221
-35
-14% -$2.35K ﹤0.01% 885
2026
Q1 		$17.2K Sell
256
-29
-10% -$2.05K ﹤0.01% 774
2025
Q4 		$19.3K Sell
285
-1
-0.3% -$63 0.01% 622
2025
Q3 		$17.1K Buy
286
+190
+198% +$12.3K 0.01% 664
2025
Q2 		$6.24K Buy
96
+83
+638% +$4.72K ﹤0.01% 731
2025
Q1 		$715 Buy
+13
New +$766 ﹤0.01% 1402

Other funds holding GEF

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's GEF Position: Q2 2026 in Review

True Wealth Design reduced its Greif (GEF) stake by 14% in Q2 2026, selling an estimated $2.35K and leaving 221 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

True Wealth Design first reported a position in GEF in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.3K in Q4 2025. 21 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • True Wealth Design held 221 shares of Greif worth $16.5K as of Q2 2026.
  • True Wealth Design sold 35 Greif shares in Q2 2026, an estimated $2.35K.
  • Greif made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #885 holding.
  • True Wealth Design first reported a position in Greif in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Greif position peaked at $19.3K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.