Position in BTI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$797,506
+$6,817 QoQ
Shares Held
12,913
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#387
of 903 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BTI Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026GeoWealth Management, LLC holds $6,028,750 across 3 Tobacco names. BTI ranks #3 (13.2% of the industry book) .
All Filings in BTI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $797,506 | 12,913 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $790,689 | 13,523 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $620,838 | 10,965 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $632,129 | 11,909 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $520,866 | 11,005 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $370,302 | 8,951 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $428,249 | 11,791 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $415,000 | 11,345 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $339,487 | 10,976 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $394,946 | 13,484 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||