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Wealthspire Advisors (New York)’s Greif GEF Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-46
Closed -$2.75K – 1757
2025
Q3 		$2.75K Buy
+46
New +$2.97K ﹤0.01% 2514

Other funds holding GEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s GEF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Greif (GEF) in Q4 2025, closing a stake of 46 shares — an estimated $2.75K sold.

Wealthspire Advisors (New York) first reported a position in GEF in Q3 2025 and held it in 1 quarter. The position peaked at $2.75K in Q3 2025. 260 funds tracked by Wall St. Rank hold GEF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Greif position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 46 Greif shares in Q4 2025, an estimated $2.75K.
  • Wealthspire Advisors (New York) first reported a position in Greif in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Greif position peaked at $2.75K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Greif as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.