James T. Borello RIA
GEF icon

James T. Borello RIA’s Greif GEF Stock Holding History

James T. Borello RIA’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 		$80 Hold
1
– – ﹤0.01% 1222
2026
Q2 		$74 Buy
+1
New +$67 ﹤0.01% 1200

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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
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

James T. Borello RIA's GEF Position: Q3 2026 in Review

James T. Borello RIA held its Greif (GEF) position steady in Q3 2026 at 1 share worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

James T. Borello RIA first reported a position in GEF in Q2 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold GEF as of Q3 2026.

  • James T. Borello RIA held 1 share of Greif worth $80 as of Q3 2026.
  • James T. Borello RIA left its Greif share count unchanged in Q3 2026.
  • Greif made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1222 holding.
  • James T. Borello RIA first reported a position in Greif in Q2 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Greif as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.