Advisor Group Holdings, Inc.
Holdings in GEF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $921,735 | 13,615 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $167,148 | 2,797 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $167,674 | 2,580 | Shares | Defined | 2025-09-04 |
| 2025-03-31 | $703,761 | 12,798 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $39,972 | 654 | Shares | Defined | 2025-06-06 |
| 2024-09-30 | $442,254 | 7,058 | Shares | Defined | 2024-11-13 |
| 2024-06-30 | $304,763 | 5,303 | Shares | Defined | 2024-08-13 |
| 2024-03-31 | $32,315 | 468 | Shares | Defined | 2024-05-10 |
| 2023-12-31 | $19,872 | 303 | Shares | Defined | 2024-02-12 |
| 2023-09-30 | $51,042 | 764 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $176,770 | 2,566 | Shares | Defined | 2023-08-21 |
| 2023-03-31 | $45,055 | 711 | Shares | Defined | 2023-05-12 |
| 2022-12-31 | $1,187,430 | 17,707 | Shares | Defined | 2023-02-10 |
| 2022-09-30 | $1,020,314 | 17,128 | Shares | Defined | 2022-11-14 |
| 2022-06-30 | $1,457,695 | 23,368 | Shares | Defined | 2022-08-10 |
| 2022-03-31 | $1,466,971 | 22,548 | Shares | Defined | 2022-05-04 |
| 2021-12-31 | $52,642 | 872 | Shares | Defined | 2022-02-03 |
| 2021-09-30 | $1,536,963 | 23,792 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $1,460,829 | 24,126 | Shares | Defined | 2021-08-02 |
| 2021-03-31 | $60,648 | 1,064 | Shares | Defined | 2021-05-13 |
| 2020-12-31 | $40,176 | 857 | Shares | Defined | 2021-02-10 |
| 2020-09-30 | $20,748 | 573 | Shares | Defined | 2020-11-12 |
| 2020-06-30 | $15,931 | 463 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $46,355 | 1,491 | Shares | Defined | 2020-05-18 |