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GeoWealth Management’s British American Tobacco BTI Stock Holding History

GeoWealth Management’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
Q1 		$791K Buy
13,523
+2,558
+23% +$151K 0.03% 359
2025
Q4 		$621K Sell
10,965
-944
-8% -$51.5K 0.02% 393
2025
Q3 		$632K Buy
11,909
+904
+8% +$49.1K 0.02% 395
2025
Q2 		$521K Buy
11,005
+2,054
+23% +$91K 0.02% 396
2025
Q1 		$370K Sell
8,951
-2,840
-24% -$112K 0.01% 495
2024
Q4 		$428K Buy
11,791
+446
+4% +$16.1K 0.01% 508
2024
Q3 		$415K Buy
11,345
+369
+3% +$13.2K 0.01% 504
2024
Q2 		$339K Sell
10,976
-396
-3% -$12K 0.01% 545
2024
Q1 		$347K Sell
11,372
-2,112
-16% -$63.6K 0.01% 533
2023
Q4 		$395K Buy
+13,484
New +$410K 0.03% 370

Other funds holding BTI

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return