Geneos Wealth Management Inc.

Position in BTI — British American Tobacco p.l.c.

CIK 1764754 ENGLEWOOD, CO

Position in BTI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$569,180

+$30,730 QoQ

Shares Held

9,216

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#442

of 903 holders

Holding Since

Mar 2020

26 quarters on record

Consumer Defensive · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $8,855,178 across 3 Tobacco names. BTI ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PM	Philip Morris International Inc.	27,966	$5,059,329
2	MO	Altria Group, Inc.	44,846	$3,226,669
3	BTI	British American Tobacco p.l.c. This page	9,216	$569,180

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,180	9,216	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$538,450	9,209	-3.8%	Shares	Sole	2026-05-05
2025-12-31	$541,966	9,572	-1.1%	Shares	Sole	2026-01-28
2025-09-30	$513,761	9,679	-3.1%	Shares	Sole	2025-10-22
2025-06-30	$472,590	9,985	+80.2%	Shares	Sole	2025-08-18
2025-03-31	$229,231	5,541	+115.6%	Shares	Sole	2025-05-08
2024-12-31	$93,342	2,570	+17.8%	Shares	Sole	2025-01-21
2024-09-30	$79,817	2,182	-9.9%	Shares	Sole	2024-11-14
2024-06-30	$74,912	2,422	+0.2%	Shares	Sole	2024-07-23
2024-03-31	$73,688	2,416	-25.4%	Shares	Sole	2024-05-03
2023-12-31	$94,870	3,239	-16.0%	Shares	Sole	2024-01-26
2023-09-30	$121,116	3,856	-0.3%	Shares	Sole	2023-10-11
2023-06-30	$128,450	3,869	+0.5%	Shares	Sole	2023-08-08
2023-03-31	$135,141	3,848	+6.4%	Shares	Sole	2023-04-25
2022-12-31	$144,607	3,617	-10.2%	Shares	Sole	2023-01-31
2022-09-30	$143,065	4,030	-32.9%	Shares	Sole	2022-11-14
2022-06-30	$257,889	6,010	-18.1%	Shares	Sole	2022-07-22
2022-03-31	$309,412	7,339	+1.8%	Shares	Sole	2022-05-16
2021-12-31	$269,613	7,207	+26.9%	Shares	Sole	2022-02-09
2021-09-30	$200,390	5,680	-43.0%	Shares	Sole	2021-11-09
2021-06-30	$391,724	9,965	+23.5%	Shares	Sole	2021-07-08
2021-03-31	$312,554	8,068	-41.0%	Shares	Sole	2021-06-17
2020-12-31	$512,263	13,664	-5.5%	Shares	Sole	2021-05-19
2020-09-30	$522,620	14,457	-21.4%	Shares	Sole	2021-09-07
2020-06-30	$714,016	18,393	+52.0%	Shares	Sole	2021-09-07
2020-03-31	$413,630	12,098	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.