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Gen-Wealth Partners’s AptarGroup ATR Stock Holding History

Gen-Wealth Partners’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$70.7K Sell
565
-447
-44% -$54.3K 0.02% 369
2026
Q1 		$128K Sell
1,012
-487
-32% -$63.5K 0.04% 301
2025
Q4 		$183K Sell
1,499
-312
-17% -$38.5K 0.06% 270
2025
Q3 		$242K Sell
1,811
-5
-0.3% -$723 0.08% 221
2025
Q2 		$284K Buy
1,816
+13
+0.7% +$1.96K 0.11% 176
2025
Q1 		$268K Buy
1,803
+1
+0.1% +$151 0.11% 174
2024
Q4 		$283K Buy
1,802
+10
+0.6% +$1.67K 0.12% 166
2024
Q3 		$303K Buy
1,792
+71
+4% +$10.5K 0.13% 165
2024
Q2 		$242K Buy
1,721
+286
+20% +$41.4K 0.12% 178
2024
Q1 		$206K Buy
+1,435
New +$194K 0.1% 201

Other funds holding ATR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Gen-Wealth Partners's ATR Position: Q2 2026 in Review

Gen-Wealth Partners reduced its AptarGroup (ATR) stake by 44% in Q2 2026, selling an estimated $54.3K and leaving 565 shares worth $70.7K. The position accounts for 0.02% of the portfolio, ranked #369.

Gen-Wealth Partners first reported a position in ATR in Q1 2024 and has held it in 10 quarters since. The position peaked at $303K in Q3 2024. 554 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Gen-Wealth Partners held 565 shares of AptarGroup worth $70.7K as of Q2 2026.
  • Gen-Wealth Partners sold 447 AptarGroup shares in Q2 2026, an estimated $54.3K.
  • AptarGroup made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Gen-Wealth Partners first reported a position in AptarGroup in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's AptarGroup position peaked at $303K in Q3 2024.
  • 554 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.