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Geneos Wealth Management’s AptarGroup ATR Stock Holding History

Geneos Wealth Management’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 		$29.2K Buy
233
+32
+16% +$3.88K ﹤0.01% 1672
2026
Q1 		$25.3K Buy
201
+137
+214% +$17.9K ﹤0.01% 1687
2025
Q4 		$7.86K Sell
64
-37
-37% -$4.57K ﹤0.01% 2029
2025
Q3 		$13.5K Buy
101
+83
+461% +$12K ﹤0.01% 1864
2025
Q2 		$2.82K Buy
18
+13
+260% +$1.96K ﹤0.01% 2735
2025
Q1 		$742 Sell
5
-48
-91% -$7.23K ﹤0.01% 2995
2024
Q4 		$8.33K Hold
53
– – ﹤0.01% 2120
2024
Q3 		$8.49K Buy
53
+13
+33% +$1.93K ﹤0.01% 1895
2024
Q2 		$5.63K Buy
+40
New +$5.79K ﹤0.01% 1690
2022
Q1 		– Sell
-16
Closed -$1K – 2753
2021
Q4 		$1K Buy
+16
New +$1.99K ﹤0.01% 2642

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 $3.38T AUM 44.17% 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

Geneos Wealth Management's ATR Position: Q2 2026 in Review

Geneos Wealth Management increased its AptarGroup (ATR) stake by 16% in Q2 2026, buying an estimated $3.88K and bringing the position to 233 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1672.

Geneos Wealth Management first reported a position in ATR in Q4 2021 and has held it in 10 quarters since. 556 funds tracked by Wall St. Rank hold ATR as of Q2 2026.

  • Geneos Wealth Management held 233 shares of AptarGroup worth $29.2K as of Q2 2026.
  • Geneos Wealth Management bought 32 AptarGroup shares in Q2 2026, an estimated $3.88K.
  • AptarGroup made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1672 holding.
  • Geneos Wealth Management first reported a position in AptarGroup in Q4 2021 and has held it in 10 quarters since.
  • 556 funds tracked by Wall St. Rank held AptarGroup as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.