Position in GEF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$5,959
-$339,938 QoQ
Shares Held
80
-98.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#256
of 296 holders
Holding Since
Mar 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEF Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $288,020 across 8 Packaging & Containers names. GEF ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IP |
International Paper Co /New/
|
3,566 | $135,864 | |
| 2 | SW |
Smurfit Westrock plc
|
1,050 | $48,573 | |
| 3 | PKG |
Packaging Corp Of America
|
141 | $33,597 | |
| 4 | GPK |
Graphic Packaging Holding Co
|
1,727 | $18,254 | |
| 5 | BALL |
BALL Corp
|
284 | $17,721 | |
| 6 | SON |
Sonoco Products Co
|
276 | $15,552 | |
| 7 | AVY |
Avery Dennison Corp
|
77 | $12,500 | |
| 8 | GEF |
Greif, Inc
This page
|
80 | $5,959 |
All Filings in GEF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,959 | 80 | Shares | Sole | 2026-07-28 | |
| 2022-06-30 | $345,897 | 5,545 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $360,757 | 5,545 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||