GeoWealth Management’s Packaging Corp of America PKG Stock Holding History

GeoWealth Management’s Portfolio PKG Stock Details PKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-435	Closed	-$82K	–	1095
2025 Q2	$82K	Buy	435 +6	+1%	+$1.13K	﹤0.01%	854
2025 Q1	$85K	Sell	429 -436	-50%	-$93K	﹤0.01%	819
2024 Q4	$195K	Sell	865 -66	-7%	-$15.3K	0.01%	777
2024 Q3	$201K	Sell	931 -79	-8%	-$15.7K	0.01%	719
2024 Q2	$184K	Sell	1,010 -7,144	-88%	-$1.3M	0.01%	707
2024 Q1	$1.55M	Buy	+8,154	New	+$1.41M	0.06%	218
2023 Q2	–	Sell	-77	Closed	-$11K	–	465
2023 Q1	$11K	Sell	77 -14	-15%	-$1.9K	﹤0.01%	343
2022 Q4	$12K	Sell	91 -4	-4%	-$501	﹤0.01%	334
2022 Q3	$10K	Buy	+95	New	+$12.9K	﹤0.01%	332

Other funds holding PKG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

GeoWealth Management's PKG Position: Q3 2025 in Review

GeoWealth Management sold out of Packaging Corp of America (PKG) in Q3 2025, closing a stake of 435 shares — an estimated $82K sold.

GeoWealth Management first reported a position in PKG in Q3 2022 and held it in 9 quarters. The position peaked at $1.55M in Q1 2024. 859 funds tracked by Wall St. Rank hold PKG as of Q3 2025.

GeoWealth Management reported no remaining Packaging Corp of America position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 435 Packaging Corp of America shares in Q3 2025, an estimated $82K.
GeoWealth Management first reported a position in Packaging Corp of America in Q3 2022 and held it in 9 quarters.
GeoWealth Management's Packaging Corp of America position peaked at $1.55M in Q1 2024.
859 funds tracked by Wall St. Rank held Packaging Corp of America as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.