Geneos Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

Geneos Wealth Management’s Portfolio BERY Stock Details BERY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-567	Closed	-$85K	–	3256
2025 Q1	$85K	Buy	567 +199	+54%	+$13.8K	﹤0.01%	1657
2024 Q4	$23.8K	Sell	368 -33	-8%	-$2.18K	﹤0.01%	1644
2024 Q3	$25K	Buy	401 +352	+718%	+$20.9K	﹤0.01%	1476
2024 Q2	$2.65K	Hold	49	–	–	﹤0.01%	1837
2024 Q1	$2.72K	Hold	49	–	–	﹤0.01%	1839
2023 Q4	$3.03K	Hold	49	–	–	﹤0.01%	1847
2023 Q3	$2.79K	Hold	49	–	–	﹤0.01%	1874
2023 Q2	$2.9K	Hold	49	–	–	﹤0.01%	1866
2023 Q1	$2.65K	Buy	+49	New	+$2.71K	﹤0.01%	1863
2021 Q4	–	Sell	-502	Closed	-$28K	–	2893
2021 Q3	$28K	Hold	502	–	–	﹤0.01%	1760
2021 Q2	$30K	Hold	502	–	–	﹤0.01%	1724
2021 Q1	$29K	Hold	502	–	–	﹤0.01%	1897
2020 Q4	$28K	Buy	502 +387	+337%	+$18.5K	﹤0.01%	1739
2020 Q3	$5K	Hold	115	–	–	﹤0.01%	2208
2020 Q2	$4K	Buy	+115	New	+$4.32K	﹤0.01%	2243
2019 Q3	–	Sell	-50	Closed	-$2K	–	2557
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	2350
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	2275
2018 Q4	$2K	Buy	+50	New	+$2.13K	﹤0.01%	2248

Other funds holding BERY

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Geneos Wealth Management's BERY Position: Q2 2025 in Review

Geneos Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2025, closing a stake of 567 shares — an estimated $85K sold.

Geneos Wealth Management first reported a position in BERY in Q4 2018 and held it in 18 quarters. The position peaked at $85K in Q1 2025. 5 funds tracked by Wall St. Rank hold BERY as of Q2 2025.

Geneos Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 567 Berry Global Group, Inc. shares in Q2 2025, an estimated $85K.
Geneos Wealth Management first reported a position in Berry Global Group, Inc. in Q4 2018 and held it in 18 quarters.
Geneos Wealth Management's Berry Global Group, Inc. position peaked at $85K in Q1 2025.
5 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.