GeoWealth Management’s Altria Group MO Stock Holding History

GeoWealth Management’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 Q1	$998K	Buy	15,119 +5,935	+65%	+$382K	0.04%	288
2025 Q4	$530K	Buy	9,184 +1,854	+25%	+$112K	0.02%	420
2025 Q3	$484K	Buy	7,330 +386	+6%	+$24.5K	0.02%	459
2025 Q2	$407K	Buy	6,944 +1,034	+17%	+$60.7K	0.02%	454
2025 Q1	$355K	Sell	5,910 -3,839	-39%	-$210K	0.01%	501
2024 Q4	$510K	Sell	9,749 -903	-8%	-$48.1K	0.02%	462
2024 Q3	$544K	Buy	10,652 +136	+1%	+$6.87K	0.02%	451
2024 Q2	$479K	Buy	10,516 +2,535	+32%	+$112K	0.02%	441
2024 Q1	$348K	Buy	7,981 +1,376	+21%	+$57.1K	0.01%	531
2023 Q4	$266K	Buy	6,605 +6,549	+11,695%	+$271K	0.02%	435
2023 Q3	$2K	Buy	56 +5	+10%	+$221	﹤0.01%	473
2023 Q2	$2K	Sell	51 -120	-70%	-$5.43K	﹤0.01%	432
2023 Q1	$7K	Buy	+171	New	+$7.86K	﹤0.01%	349
2019 Q4	–	Sell	-5,208	Closed	-$213K	–	163
2019 Q3	$213K	Buy	+5,208	New	+$240K	0.05%	195

Other funds holding MO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return