Position in NWL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,249
+$2,317 QoQ
Shares Held
855
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 423 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NWL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,649,692 across 9 Household & Personal Products names. NWL ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHD |
Church & Dwight Co Inc /De/
|
41,434 | $4,014,125 | |
| 2 | PG |
PROCTER & GAMBLE Co
|
24,265 | $3,558,219 | |
| 3 | KMB |
Kimberly Clark Corp
|
5,509 | $604,722 | |
| 4 | CL |
Colgate Palmolive Co
|
3,311 | $303,552 | |
| 5 | CLX |
Clorox Co /De/
|
1,402 | $133,806 | |
| 6 | ELF |
e.l.f. Beauty, Inc.
|
291 | $21,534 | |
| 7 | KVUE |
Kenvue Inc.
|
316 | $6,038 | |
| 8 | NWL |
Newell Brands Inc.
This page
|
855 | $5,249 |
All Filings in NWL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,249 | 855 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,932 | 855 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,180 | 855 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,480 | 855 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,129 | 1,135 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $12,784 | 2,062 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $18,445 | 1,852 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $14,223 | 1,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,871 | 1,852 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $14,871 | 1,852 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $24,729 | 2,849 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $25,726 | 2,849 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $24,786 | 2,849 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,636 | 855 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $24,224 | 1,852 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $13,848 | 997 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $82,614 | 4,339 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $92,897 | 4,339 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $105,749 | 4,842 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $107,091 | 4,837 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $135,482 | 4,932 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $148,870 | 5,559 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $88,295 | 4,159 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $73,753 | 4,298 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $102,029 | 6,425 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $4,673,444 | 351,916 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||