Position in GEF
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$357,341
+$25,251 QoQ
Shares Held
3,831
+0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 296 holders
Holding Since
Jun 2021
21 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, 2026AE Wealth Management LLC holds $62,761,349 across 8 Packaging & Containers names. GEF ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PKG |
Packaging Corp Of America
|
135,609 | $32,312,885 | |
| 2 | SW |
Smurfit Westrock plc
|
573,686 | $26,538,684 | |
| 3 | IP |
International Paper Co /New/
|
32,203 | $1,226,919 | |
| 4 | AMCR |
Amcor plc
|
17,985 | $779,643 | |
| 5 | SON |
Sonoco Products Co
|
11,175 | $629,696 | |
| 6 | TRS |
Trimas Corp
|
12,900 | $580,870 | |
| 7 | GEF |
Greif, Inc
This page
|
3,831 | $357,341 | |
| 8 | GPK |
Graphic Packaging Holding Co
|
31,724 | $335,311 |
All Filings in GEF
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 GEF-B | $353,394 | 3,778 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $3,947 | 53 | Shares | Other | 2026-08-03 | |
| 2026-03-31 GEF-B | $328,537 | 3,753 | Shares | Sole | 2026-05-13 | |
| 2026-03-31 | $3,553 | 53 | Shares | Other | 2026-05-13 | |
| 2025-12-31 GEF-B | $282,776 | 3,786 | Shares | Sole | 2026-01-26 | |
| 2025-12-31 | $2,842 | 42 | Shares | Other | 2026-01-26 | |
| 2025-09-30 GEF-B | $231,653 | 3,760 | Shares | Sole | 2025-11-03 | |
| 2025-09-30 | $2,509 | 42 | Shares | Other | 2025-11-03 | |
| 2025-06-30 GEF-B | $260,788 | 3,779 | Shares | Sole | 2025-08-06 | |
| 2025-06-30 | $9,357 | 144 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 GEF-B | $235,519 | 3,973 | Shares | Sole | 2025-05-06 | |
| 2025-03-31 | $5,718 | 104 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 GEF-B | $280,084 | 4,128 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $6,112 | 100 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 GEF-B | $310,184 | 4,442 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 GEF-B | $280,392 | 4,487 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 GEF-B | $320,556 | 4,611 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 GEF-B | $324,505 | 4,916 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 GEF-B | $329,272 | 4,947 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 GEF-B | $430,205 | 5,569 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 GEF-B | $434,404 | 5,677 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 GEF-B | $452,169 | 5,780 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 GEF-B | $448,278 | 7,373 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 GEF-B | $527,160 | 8,463 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 GEF-B | $545,658 | 8,558 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 GEF-B | $511,119 | 8,550 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 GEF-B | $547,365 | 8,447 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 GEF-B | $500,320 | 8,480 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||