White Lighthouse Investment Management Inc. GREK GLOBAL X FTSE GREECE 20 ETF

Ownership history in White Lighthouse Investment Management Inc.  ·  5 quarters on record

AI Ownership Summary

White Lighthouse Investment Management Inc. reported GLOBAL X FTSE GREECE 20 ETF (GREK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows GREK at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GREK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was White Lighthouse Investment Management Inc.'s position in GLOBAL X FTSE GREECE 20 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GREK was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How White Lighthouse Investment Management Inc. held GREK — position size vs. price
% of Fund (quarterly)    GREK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 9,970 0% 0.09% $753K 2026-08-05 $82.13
2026 Q1 UNCHANGED 9,970 0% 0.09% $637K 2026-05-15 $69.98
2025 Q4 UNCHANGED 9,970 0% 0.09% $657K 2026-02-09 $74.22
2025 Q2 ADDED 9,970 +3,320 +49.9% 0.09% $579K 2025-07-30 $58.76
2025 Q1 INITIATED 6,650 0.06% $312K 2025-05-12 $49.42

FAQ About White Lighthouse Investment Management Inc. and GREK

These are the practical questions this page is built to answer before you even open the full history table.

How long has White Lighthouse Investment Management Inc. reported owning GREK?

White Lighthouse Investment Management Inc. reported GREK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported GREK position in White Lighthouse Investment Management Inc.'s portfolio?

The largest reported portfolio weight for GREK was 0.09% in 2025 Q2.

What is the latest reported GREK position on this page?

The most recent filing on this page is 2026 Q2, when White Lighthouse Investment Management Inc. reported 9,970 shares, equal to 0.09% of portfolio, with an estimated market value of $753K.

What does the chart on this GREK ownership page compare?

The chart compares White Lighthouse Investment Management Inc.'s quarterly GREK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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