GenWealth Group’s Philip Morris PM Stock Holding History

GenWealth Group’s Portfolio PM Stock Details PM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Hold	1,408	–	–	0.04%	74
2026 Q1	$233K	Hold	1,408	–	–	0.04%	76
2025 Q4	$218K	Buy	+1,408	New	+$218K	0.04%	75

Other funds holding PM

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GenWealth Group's PM Position: Q2 2026 in Review

GenWealth Group held its Philip Morris (PM) position steady in Q2 2026 at 1,408 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #74.

GenWealth Group first reported a position in PM in Q4 2025 and has held it in 3 quarters since. 2,917 funds tracked by Wall St. Rank hold PM as of Q2 2026.

GenWealth Group held 1,408 shares of Philip Morris worth $255K as of Q2 2026.
GenWealth Group left its Philip Morris share count unchanged in Q2 2026.
Philip Morris made up 0.04% of GenWealth Group's portfolio in Q2 2026, its #74 holding.
GenWealth Group first reported a position in Philip Morris in Q4 2025 and has held it in 3 quarters since.
2,917 funds tracked by Wall St. Rank held Philip Morris as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.