GWM
SW

Geneos Wealth Management’s Smurfit Westrock plc SW Stock Holding History

Geneos Wealth Management’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$483K Sell
11,198
-7,448
-40% -$321K 0.01% 721
2025
Q1 		$840K Buy
18,646
+12,689
+213% +$572K 0.01% 726
2024
Q4 		$321K Buy
+5,957
New +$321K 0.01% 691