Position in SON
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$142,227
+$17,280 QoQ
Shares Held
2,524
+9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#377
of 503 holders
Holding Since
Mar 2020
22 quarters on record
Common Shares in SON 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. SON ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
|
3,122 | $144,423 | |
| 2 | SON |
Sonoco Products Co
This page
|
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
|
10 | $1,623 | |
| 7 | PKG |
Packaging Corp Of America
|
3 | $714 |
All Filings in SON
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,227 | 2,524 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $124,947 | 2,310 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $100,808 | 2,310 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $105,872 | 2,457 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $131,986 | 3,030 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $76,953 | 1,629 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $70,344 | 1,440 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $86,970 | 1,592 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,072 | 100 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,535 | 113 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,587 | 100 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,435 | 100 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,902 | 100 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,100 | 100 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,071 | 100 | Shares | Sole | 2023-01-31 | |
| 2021-12-31 | $9,262 | 160 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $6,690 | 100 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $34,878 | 551 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $32,646 | 551 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $28,139 | 551 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $28,811 | 551 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $26,095 | 563 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||