GWP
SW

Gen-Wealth Partners’s Smurfit Westrock SW Stock Holding History

Gen-Wealth Partners’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,063
Closed -$45.3K – 735
2025
Q3 		$45.3K Buy
1,063
+108
+11% +$4.89K 0.02% 396
2025
Q2 		$41.2K Hold
955
– – 0.02% 350
2025
Q1 		$43K Hold
955
– – 0.02% 346
2024
Q4 		$51.4K Hold
955
– – 0.02% 362
2024
Q3 		$47.8K Buy
+955
New +$43.4K 0.02% 380

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gen-Wealth Partners's SW Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 1,063 shares — an estimated $45.3K sold.

Gen-Wealth Partners first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $51.4K in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,063 Smurfit Westrock shares in Q4 2025, an estimated $45.3K.
  • Gen-Wealth Partners first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Gen-Wealth Partners's Smurfit Westrock position peaked at $51.4K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.