True Wealth Design
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
Q3 		$33.7K Buy
424
+203
+92% +$16.7K 0.01% 653
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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

True Wealth Design's GEF Position: Q3 2026 in Review

True Wealth Design increased its Greif (GEF) stake by 92% in Q3 2026, buying an estimated $16.7K and bringing the position to 424 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #653.

True Wealth Design first reported a position in GEF in Q1 2025 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

  • True Wealth Design held 424 shares of Greif worth $33.7K as of Q3 2026.
  • True Wealth Design bought 203 Greif shares in Q3 2026, an estimated $16.7K.
  • Greif made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #653 holding.
  • True Wealth Design first reported a position in Greif in Q1 2025 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.