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TriaGen Wealth Management’s Altria Group MO Stock Holding History

TriaGen Wealth 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
2025
Q1 		– Sell
-29,951
Closed -$1.57M – 185
2024
Q4 		$1.57M Buy
+29,951
New +$1.6M 0.53% 54

Other funds holding MO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TriaGen Wealth Management's MO Position: Q1 2025 in Review

TriaGen Wealth Management sold out of Altria Group (MO) in Q1 2025, closing a stake of 29,951 shares — an estimated $1.57M sold.

TriaGen Wealth Management first reported a position in MO in Q4 2024 and held it in 1 quarter. The position peaked at $1.57M in Q4 2024. 2,245 funds tracked by Wall St. Rank hold MO as of Q1 2025.

  • TriaGen Wealth Management reported no remaining Altria Group position as of Q1 2025 after selling out during the quarter.
  • TriaGen Wealth Management sold 29,951 Altria Group shares in Q1 2025, an estimated $1.57M.
  • TriaGen Wealth Management first reported a position in Altria Group in Q4 2024 and held it in 1 quarter.
  • TriaGen Wealth Management's Altria Group position peaked at $1.57M in Q4 2024.
  • 2,245 funds tracked by Wall St. Rank held Altria Group as of Q1 2025.

Based on TriaGen Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.