Position in GEF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$63,653
New position
Shares Held
786
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 296 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Integrated Wealth Concepts LLC holds $8,374,197 across 19 Packaging & Containers names. GEF ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
36,614 | $2,284,713 | |
| 2 | SON |
Sonoco Products Co
|
31,389 | $1,768,770 | |
| 3 | IP |
International Paper Co /New/
|
30,062 | $1,145,362 | |
| 4 | CCK |
Crown Holdings, Inc.
|
7,472 | $835,519 | |
| 5 | PKG |
Packaging Corp Of America
|
3,317 | $790,374 | |
| 6 | GPK |
Graphic Packaging Holding Co
|
70,420 | $744,339 | |
| 7 | AVY |
Avery Dennison Corp
|
1,429 | $231,998 | |
| 8 | SW |
Smurfit Westrock plc
|
3,305 | $152,889 |
All Filings in GEF
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 GEF-B | $25,068 | 268 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $38,585 | 518 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||