TWD
GEF icon

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return