Position in AVY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,623
-$103 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 774 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AVY Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Geneos Wealth Management Inc. holds $472,302 across 7 Packaging & Containers names. AVY ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
|
3,122 | $144,423 | |
| 2 | SON |
Sonoco Products Co
|
2,524 | $142,227 | |
| 3 | BALL |
BALL Corp
|
1,467 | $91,540 | |
| 4 | IP |
International Paper Co /New/
|
2,354 | $89,687 | |
| 5 | ORBS |
Eightco Holdings Inc.
|
3,000 | $2,088 | |
| 6 | AVY |
Avery Dennison Corp
This page
|
10 | $1,623 | |
| 7 | PKG |
Packaging Corp Of America
|
3 | $714 |
All Filings in AVY
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,623 | 10 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,726 | 10 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,818 | 10 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,621 | 10 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $34,743 | 198 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $68,162 | 383 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $33,870 | 181 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $41,282 | 187 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,186 | 10 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,232 | 10 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,021 | 10 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,826 | 10 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,718 | 10 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,073 | 6 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,086 | 6 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $976 | 6 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,111 | 81 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $14,091 | 81 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,542 | 81 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,784 | 81 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,029 | 81 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $14,875 | 81 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $12,563 | 81 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $16,747 | 131 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $14,945 | 131 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $13,344 | 131 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||