Geneos Wealth Management’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.23M | Sell |
44,846
-1,139
| -2% | -$79.5K | 0.07% | 298 |
|
|
2026
Q1 | $3.03M | Buy |
45,985
+2,971
| +7% | +$191K | 0.07% | 288 |
|
|
2025
Q4 | $2.48M | Buy |
43,014
+818
| +2% | +$49.4K | 0.06% | 320 |
|
|
2025
Q3 | $2.79M | Sell |
42,196
-12,668
| -23% | -$803K | 0.07% | 294 |
|
|
2025
Q2 | $3.22M | Buy |
54,864
+13,870
| +34% | +$815K | 0.08% | 291 |
|
|
2025
Q1 | $2.46M | Buy |
40,994
+6,441
| +19% | +$352K | 0.08% | 277 |
|
|
2024
Q4 | $1.81M | Sell |
34,553
-2,949
| -8% | -$157K | 0.06% | 308 |
|
|
2024
Q3 | $1.91M | Buy |
37,502
+10,657
| +40% | +$539K | 0.07% | 293 |
|
|
2024
Q2 | $1.22M | Sell |
26,845
-373
| -1% | -$16.5K | 0.05% | 324 |
|
|
2024
Q1 | $1.19M | Buy |
27,218
+1,068
| +4% | +$44.3K | 0.05% | 324 |
|
|
2023
Q4 | $1.05M | Sell |
26,150
-17,179
| -40% | -$710K | 0.05% | 315 |
|
|
2023
Q3 | $1.82M | Sell |
43,329
-110
| -0.3% | -$4.86K | 0.09% | 227 |
|
|
2023
Q2 | $1.97M | Buy |
43,439
+9,731
| +29% | +$441K | 0.1% | 217 |
|
|
2023
Q1 | $1.5M | Sell |
33,708
-6,163
| -15% | -$283K | 0.09% | 239 |
|
|
2022
Q4 | $1.82M | Buy |
39,871
+1,483
| +4% | +$67.2K | 0.11% | 194 |
|
|
2022
Q3 | $1.55M | Sell |
38,388
-46,465
| -55% | -$2.03M | 0.11% | 194 |
|
|
2022
Q2 | $3.58M | Buy |
84,853
+2,863
| +3% | +$148K | 0.18% | 131 |
|
|
2022
Q1 | $4.28M | Sell |
81,990
-12,883
| -14% | -$656K | 0.18% | 132 |
|
|
2021
Q4 | $4.5M | Buy |
94,873
+3,078
| +3% | +$141K | 0.17% | 138 |
|
|
2021
Q3 | $4.21M | Buy |
91,795
+1,795
| +2% | +$86.7K | 0.16% | 149 |
|
|
2021
Q2 | $4.28M | Sell |
90,000
-7,353
| -8% | -$361K | 0.17% | 143 |
|
|
2021
Q1 | $4.66M | Sell |
97,353
-17,993
| -16% | -$806K | 0.13% | 184 |
|
|
2020
Q4 | $5.17M | Buy |
115,346
+37,928
| +49% | +$1.52M | 0.21% | 116 |
|
|
2020
Q3 | $2.96M | Sell |
77,418
-2,552
| -3% | -$106K | 0.15% | 151 |
|
|
2020
Q2 | $3.05M | Sell |
79,970
-13,949
| -15% | -$544K | 0.17% | 137 |
|
|
2020
Q1 | $3.44M | Sell |
93,919
-7,566
| -7% | -$336K | 0.23% | 101 |
|
|
2019
Q4 | $5.11M | Sell |
101,485
-8,317
| -8% | -$392K | 0.27% | 105 |
|
|
2019
Q3 | $4.43M | Buy |
109,802
+1,743
| +2% | +$80.2K | 0.26% | 101 |
|
|
2019
Q2 | $5.12M | Buy |
108,059
+2,594
| +2% | +$136K | 0.32% | 79 |
|
|
2019
Q1 | $6.06M | Buy |
105,465
+5,438
| +5% | +$278K | 0.4% | 57 |
|
|
2018
Q4 | $4.89M | Buy |
100,027
+75
| +0.1% | +$4.35K | 0.36% | 65 |
|
|
2018
Q3 | $6.03M | Sell |
99,952
-774
| -0.8% | -$46K | 0.4% | 53 |
|
|
2018
Q2 | $5.72M | Sell |
100,726
-7,957
| -7% | -$459K | 0.45% | 54 |
|
|
2018
Q1 | $6.77M | Sell |
108,683
-7,730
| -7% | -$512K | 0.59% | 39 |
|
|
2017
Q4 | $8.31M | Buy |
116,413
+644
| +0.6% | +$43.2K | 0.74% | 23 |
|
|
2017
Q3 | $7.34M | Buy |
115,769
+21,058
| +22% | +$1.4M | 0.73% | 25 |
|
|
2017
Q2 | $7.05M | Buy |
94,711
+1,235
| +1% | +$90.4K | 0.72% | 27 |
|
|
2017
Q1 | $6.68M | Buy |
93,476
+6,486
| +7% | +$469K | 0.69% | 29 |
|
|
2016
Q4 | $5.95M | Sell |
86,990
-115
| -0.1% | -$7.41K | 0.78% | 27 |
|
|
2016
Q3 | $5.51M | Buy |
87,105
+641
| +0.7% | +$42.6K | 0.74% | 29 |
|
|
2016
Q2 | $5.97M | Buy |
86,464
+1,116
| +1% | +$71.5K | 0.87% | 22 |
|
|
2016
Q1 | $5.38M | Buy |
+85,348
| New | +$5.16M | 0.82% | 25 |
|
Other funds holding MO
Geneos Wealth Management's MO Position: Q2 2026 in Review
Geneos Wealth Management reduced its Altria Group (MO) stake by 2.5% in Q2 2026, selling an estimated $79.5K and leaving 44,846 shares worth $3.23M. The position accounts for 0.07% of the portfolio, ranked #298.
Geneos Wealth Management first reported a position in MO in Q1 2016 and has held it in 42 quarters since. The position peaked at $8.31M in Q4 2017. 2,557 funds tracked by Wall St. Rank hold MO as of Q2 2026.
- Geneos Wealth Management held 44,846 shares of Altria Group worth $3.23M as of Q2 2026.
- Geneos Wealth Management sold 1,139 Altria Group shares in Q2 2026, an estimated $79.5K.
- Altria Group made up 0.07% of Geneos Wealth Management's portfolio in Q2 2026, its #298 holding.
- Geneos Wealth Management first reported a position in Altria Group in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Altria Group position peaked at $8.31M in Q4 2017.
- 2,557 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.