Position in ATR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,171
+$3,841 QoQ
Shares Held
233
+15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#445
of 550 holders
Holding Since
Dec 2021
10 quarters on record
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Geneos Wealth Management Inc. holds $3,802,926 across 12 Medical Instruments & Supplies names. ATR ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
4,805 | $1,910,852 | |
| 2 | WRBY |
Warby Parker Inc.
|
27,089 | $821,880 | |
| 3 | BDX |
Becton Dickinson & Co
|
4,513 | $682,952 | |
| 4 | COO |
Cooper Companies, Inc.
|
3,052 | $218,858 | |
| 5 | SOLV |
Solventum Corp
|
1,186 | $91,499 | |
| 6 | ATR |
Aptargroup, Inc.
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|
233 | $29,171 | |
| 7 | BAX |
Baxter International Inc
|
684 | $14,582 | |
| 8 | ALGN |
Align Technology Inc
|
71 | $11,974 |
All Filings in ATR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,171 | 233 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $25,330 | 201 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,805 | 64 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,499 | 101 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,815 | 18 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $741 | 5 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,326 | 53 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,490 | 53 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,632 | 40 | Shares | Sole | 2024-07-23 | |
| 2021-12-31 | $1,959 | 16 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||