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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
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
+8
+80% +$1.21K ﹤0.01% 2735
2025
Q1 		$1.48K Sell
10
-43
-81% -$6.47K ﹤0.01% 3013
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 $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

Geneos Wealth Management's ATR Position: Q1 2026 in Review

Geneos Wealth Management increased its AptarGroup (ATR) stake by 214% in Q1 2026, buying an estimated $17.9K and bringing the position to 201 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Geneos Wealth Management first reported a position in ATR in Q4 2021 and has held it in 9 quarters since. 542 funds tracked by Wall St. Rank hold ATR as of Q1 2026.

  • Geneos Wealth Management held 201 shares of AptarGroup worth $25.3K as of Q1 2026.
  • Geneos Wealth Management bought 137 AptarGroup shares in Q1 2026, an estimated $17.9K.
  • AptarGroup made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1687 holding.
  • Geneos Wealth Management first reported a position in AptarGroup in Q4 2021 and has held it in 9 quarters since.
  • 542 funds tracked by Wall St. Rank held AptarGroup as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.