Geneva Partners
MO icon

Geneva Partners’s Altria Group MO Stock Holding History

Geneva 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
Q3 		$449K Buy
6,670
+1,193
+22% +$82.8K 0.13% 70
2026
Q2 		$394K Buy
+5,477
New +$382K 0.11% 67
2026
Q1 		– Sell
-6,278
Closed -$362K – 74
2025
Q4 		$362K Sell
6,278
-10,362
-62% -$626K 0.13% 61
2025
Q3 		$1.1M Buy
+16,640
New +$1.05M 0.4% 46

Other funds holding MO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Geneva Partners's MO Position: Q3 2026 in Review

Geneva Partners increased its Altria Group (MO) stake by 22% in Q3 2026, buying an estimated $82.8K and bringing the position to 6,670 shares worth $449K. The position accounts for 0.13% of the portfolio, ranked #70.

Geneva Partners first reported a position in MO in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q3 2025. 1,515 funds tracked by Wall St. Rank hold MO as of Q3 2026.

  • Geneva Partners held 6,670 shares of Altria Group worth $449K as of Q3 2026.
  • Geneva Partners bought 1,193 Altria Group shares in Q3 2026, an estimated $82.8K.
  • Altria Group made up 0.13% of Geneva Partners's portfolio in Q3 2026, its #70 holding.
  • Geneva Partners first reported a position in Altria Group in Q3 2025 and has held it in 4 quarters since.
  • Geneva Partners's Altria Group position peaked at $1.1M in Q3 2025.
  • 1,515 funds tracked by Wall St. Rank held Altria Group as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.