Position in SW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$144,423
+$20,012 QoQ
Shares Held
3,122
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SW 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. SW ranks #1 (30.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SW |
Smurfit Westrock plc
This page
|
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
|
10 | $1,623 | |
| 7 | PKG |
Packaging Corp Of America
|
3 | $714 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,423 | 3,122 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $124,411 | 3,122 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $122,583 | 3,170 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $135,926 | 3,193 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $483,193 | 11,198 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $556,671 | 12,354 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $320,844 | 5,957 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||