CrossGen Wealth’s Altria Group MO Stock Holding History

CrossGen Wealth’s Portfolio MO Stock Details MO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130K	Hold	1,800	–	–	0.1%	78
2026 Q1	$119K	Sell	1,800 -88	-5%	-$5.66K	0.1%	79
2025 Q4	$109K	Buy	+1,888	New	+$114K	0.1%	81

Other funds holding MO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CrossGen Wealth's MO Position: Q2 2026 in Review

CrossGen Wealth held its Altria Group (MO) position steady in Q2 2026 at 1,800 shares worth $130K. The position accounts for 0.1% of the portfolio, ranked #78.

CrossGen Wealth first reported a position in MO in Q4 2025 and has held it in 3 quarters since. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.

CrossGen Wealth held 1,800 shares of Altria Group worth $130K as of Q2 2026.
CrossGen Wealth left its Altria Group share count unchanged in Q2 2026.
Altria Group made up 0.1% of CrossGen Wealth's portfolio in Q2 2026, its #78 holding.
CrossGen Wealth first reported a position in Altria Group in Q4 2025 and has held it in 3 quarters since.
2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.