TPWA
GEF icon

Twin Peaks Wealth Advisors’s Greif GEF Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-156
Closed -$10.5K – 998
2026
Q1 		$10.5K Buy
+156
New +$11K ﹤0.01% 1044
2025
Q3 		– Sell
-158
Closed -$10.7K – 927
2025
Q2 		$10.7K Buy
+158
New +$8.99K ﹤0.01% 905

Other funds holding GEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return

Twin Peaks Wealth Advisors's GEF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Greif (GEF) in Q2 2026, closing a stake of 156 shares — an estimated $10.5K sold.

Twin Peaks Wealth Advisors first reported a position in GEF in Q2 2025 and held it in 2 quarters. The position peaked at $10.7K in Q2 2025. 283 funds tracked by Wall St. Rank hold GEF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Greif position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 156 Greif shares in Q2 2026, an estimated $10.5K.
  • Twin Peaks Wealth Advisors first reported a position in Greif in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Greif position peaked at $10.7K in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Greif as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.