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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
Q2 		$93K Buy
1,292
+53
+4% +$3.7K 0.03% 337
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gen-Wealth Partners's MO Position: Q2 2026 in Review

Gen-Wealth Partners increased its Altria Group (MO) stake by 4.3% in Q2 2026, buying an estimated $3.7K and bringing the position to 1,292 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #337.

Gen-Wealth Partners first reported a position in MO in Q1 2024 and has held it in 10 quarters since. The position peaked at $123K in Q1 2025. 2,565 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Gen-Wealth Partners held 1,292 shares of Altria Group worth $93K as of Q2 2026.
  • Gen-Wealth Partners bought 53 Altria Group shares in Q2 2026, an estimated $3.7K.
  • Altria Group made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #337 holding.
  • Gen-Wealth Partners first reported a position in Altria Group in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Altria Group position peaked at $123K in Q1 2025.
  • 2,565 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.