GeoWealth Management’s British American Tobacco BTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$797K Sell
12,913
-610
-5% -$36.8K 0.03% 380
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

GeoWealth Management's BTI Position: Q2 2026 in Review

GeoWealth Management reduced its British American Tobacco (BTI) stake by 4.5% in Q2 2026, selling an estimated $36.8K and leaving 12,913 shares worth $797K. The position accounts for 0.03% of the portfolio, ranked #380.

GeoWealth Management first reported a position in BTI in Q4 2023 and has held it in 11 quarters since. 909 funds tracked by Wall St. Rank hold BTI as of Q2 2026.

  • GeoWealth Management held 12,913 shares of British American Tobacco worth $797K as of Q2 2026.
  • GeoWealth Management sold 610 British American Tobacco shares in Q2 2026, an estimated $36.8K.
  • British American Tobacco made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #380 holding.
  • GeoWealth Management first reported a position in British American Tobacco in Q4 2023 and has held it in 11 quarters since.
  • 909 funds tracked by Wall St. Rank held British American Tobacco as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.