Genesis Private Wealth’s British American Tobacco BTI Stock Holding History

Genesis Private Wealth’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$519K	Sell	8,406 -574	-6%	-$34.6K	0.15%	84
2026 Q1	$525K	Buy	8,980 +1,300	+17%	+$76.9K	0.17%	84
2025 Q4	$435K	Buy	7,680 +178	+2%	+$9.71K	0.13%	96
2025 Q3	$398K	Buy	7,502 +435	+6%	+$23.6K	0.17%	73
2025 Q2	$334K	Buy	+7,067	New	+$313K	0.16%	78

Other funds holding BTI

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

Genesis Private Wealth's BTI Position: Q2 2026 in Review

Genesis Private Wealth reduced its British American Tobacco (BTI) stake by 6.4% in Q2 2026, selling an estimated $34.6K and leaving 8,406 shares worth $519K. The position accounts for 0.15% of the portfolio, ranked #84.

Genesis Private Wealth first reported a position in BTI in Q2 2025 and has held it in 5 quarters since. The position peaked at $525K in Q1 2026. 907 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

Genesis Private Wealth held 8,406 shares of British American Tobacco worth $519K as of Q2 2026.
Genesis Private Wealth sold 574 British American Tobacco shares in Q2 2026, an estimated $34.6K.
British American Tobacco made up 0.15% of Genesis Private Wealth's portfolio in Q2 2026, its #84 holding.
Genesis Private Wealth first reported a position in British American Tobacco in Q2 2025 and has held it in 5 quarters since.
Genesis Private Wealth's British American Tobacco position peaked at $525K in Q1 2026.
907 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.