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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
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
DRZID
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

Twin Peaks Wealth Advisors's GEF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Greif (GEF) in Q1 2026: 156 shares worth $10.5K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in GEF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in GEF in Q2 2025 and has held it in 2 quarters since. The position peaked at $10.7K in Q2 2025. 276 funds tracked by Wall St. Rank hold GEF as of Q1 2026.

  • Twin Peaks Wealth Advisors held 156 shares of Greif worth $10.5K as of Q1 2026.
  • Greif was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Greif made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1044 holding.
  • Twin Peaks Wealth Advisors first reported a position in Greif in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Greif position peaked at $10.7K in Q2 2025.
  • 276 funds tracked by Wall St. Rank held Greif as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.