Geneos Wealth Management Inc.
Position in IP — International Paper Co /New/
CIK 1764754
ENGLEWOOD, CO
Position in IP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$89,687
-$1,490 QoQ
Shares Held
2,354
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
of 850 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IP 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. IP ranks #4 (19.0% 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/
This page
|
2,354 | $89,687 | |
| 5 | ORBS |
Eightco Holdings Inc.
|
3,000 | $2,088 | |
| 6 | AVY |
Avery Dennison Corp
|
10 | $1,623 | |
| 7 | PKG |
Packaging Corp Of America
|
3 | $714 |
All Filings in IP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,687 | 2,354 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $91,177 | 2,554 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $109,110 | 2,770 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $129,548 | 2,792 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $306,268 | 6,540 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $523,683 | 9,816 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $291,220 | 5,411 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $260,272 | 5,328 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,906 | 1,875 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $80,225 | 2,056 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $81,265 | 2,248 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $106,871 | 3,013 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $39,921 | 1,255 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $66,891 | 1,855 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $43,460 | 1,255 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $191,975 | 6,056 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,761 | 6,449 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $299,375 | 6,487 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $351,410 | 7,480 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $425,438 | 7,608 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $436,159 | 7,114 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $475,167 | 8,788 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $420,780 | 8,463 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $340,779 | 8,406 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $297,735 | 8,456 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $307,782 | 9,887 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||