Geneos Wealth Management’s Smurfit Westrock SW Stock Holding History

Geneos Wealth Management’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
2026 Q2	$144K	Hold	3,122	–	–	﹤0.01%	1095
2026 Q1	$124K	Sell	3,122 -48	-2%	-$2.07K	﹤0.01%	1109
2025 Q4	$123K	Sell	3,170 -23	-0.7%	-$877	﹤0.01%	1083
2025 Q3	$136K	Sell	3,193 -8,005	-71%	-$362K	﹤0.01%	1023
2025 Q2	$483K	Buy	11,198 +4,906	+78%	+$210K	0.01%	721
2025 Q1	$284K	Buy	6,292 +335	+6%	+$17K	0.01%	788
2024 Q4	$321K	Buy	+5,957	New	+$303K	0.01%	691

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Geneos Wealth Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 3,122 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Geneos Wealth Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $483K in Q2 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Geneos Wealth Management held 3,122 shares of Smurfit Westrock worth $144K as of Q2 2026.
Geneos Wealth Management left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1095 holding.
Geneos Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Geneos Wealth Management's Smurfit Westrock position peaked at $483K in Q2 2025.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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