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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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. 175 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.
  • 175 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.