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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Gen-Wealth Partners's ATR Position: Q1 2026 in Review

Gen-Wealth Partners reduced its AptarGroup (ATR) stake by 32% in Q1 2026, selling an estimated $63.5K and leaving 1,012 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #301.

Gen-Wealth Partners first reported a position in ATR in Q1 2024 and has held it in 9 quarters since. The position peaked at $303K in Q3 2024. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Gen-Wealth Partners held 1,012 shares of AptarGroup worth $128K as of Q1 2026.
  • Gen-Wealth Partners sold 487 AptarGroup shares in Q1 2026, an estimated $63.5K.
  • AptarGroup made up 0.04% of Gen-Wealth Partners's portfolio in Q1 2026, its #301 holding.
  • Gen-Wealth Partners first reported a position in AptarGroup in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's AptarGroup position peaked at $303K in Q3 2024.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.