GWM
SW

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
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 Sell
11,198
-7,448
-40% -$319K 0.01% 721
2025
Q1 		$840K Buy
18,646
+12,689
+213% +$643K 0.01% 726
2024
Q4 		$321K Buy
+5,957
New +$303K 0.01% 691

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management reduced its Smurfit Westrock (SW) stake by 1.5% in Q1 2026, selling an estimated $2.07K and leaving 3,122 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Geneos Wealth Management first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $840K in Q1 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Geneos Wealth Management held 3,122 shares of Smurfit Westrock worth $124K as of Q1 2026.
  • Geneos Wealth Management sold 48 Smurfit Westrock shares in Q1 2026, an estimated $2.07K.
  • Smurfit Westrock made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1109 holding.
  • Geneos Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Smurfit Westrock position peaked at $840K in Q1 2025.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

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