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Gen-Wealth Partners’s Altria Group MO Stock Holding History

Gen-Wealth Partners’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
Q1 		$81.8K Sell
1,239
-322
-21% -$20.7K 0.03% 352
2025
Q4 		$90K Sell
1,561
-220
-12% -$13.3K 0.03% 338
2025
Q3 		$118K Sell
1,781
-168
-9% -$10.6K 0.04% 300
2025
Q2 		$114K Sell
1,949
-94
-5% -$5.52K 0.04% 270
2025
Q1 		$123K Sell
2,043
-146
-7% -$7.97K 0.05% 253
2024
Q4 		$114K Sell
2,189
-213
-9% -$11.3K 0.05% 271
2024
Q3 		$121K Sell
2,402
-39
-2% -$1.97K 0.05% 265
2024
Q2 		$111K Hold
2,441
– – 0.05% 277
2024
Q1 		$106K Buy
+2,441
New +$101K 0.05% 293

Other funds holding MO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gen-Wealth Partners's MO Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Altria Group (MO) stake by 21% in Q1 2026, selling an estimated $20.7K and leaving 1,239 shares worth $81.8K. The position accounts for 0.03% of the portfolio, ranked #352.

Gen-Wealth Partners first reported a position in MO in Q1 2024 and has held it in 9 quarters since. The position peaked at $123K in Q1 2025. 2,482 funds tracked by Wall St. Rank hold MO as of Q1 2026.

  • Gen-Wealth Partners held 1,239 shares of Altria Group worth $81.8K as of Q1 2026.
  • Gen-Wealth Partners sold 322 Altria Group shares in Q1 2026, an estimated $20.7K.
  • Altria Group made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #352 holding.
  • Gen-Wealth Partners first reported a position in Altria Group in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Altria Group position peaked at $123K in Q1 2025.
  • 2,482 funds tracked by Wall St. Rank held Altria Group as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.