Position in MO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,226,669
+$192,119 QoQ
Shares Held
44,846
-2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#593
of 2,535 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Geneos Wealth Management Inc. holds $8,855,178 across 3 Tobacco names. MO ranks #2 (36.4% of the industry book) .
All Filings in MO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,226,669 | 44,846 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,034,550 | 45,985 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,480,187 | 43,014 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,787,467 | 42,196 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,216,676 | 54,864 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $2,698,259 | 44,956 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,806,776 | 34,553 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,914,102 | 37,502 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,222,789 | 26,845 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,187,249 | 27,218 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,054,891 | 26,150 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,821,984 | 43,329 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,967,786 | 43,439 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,504,050 | 33,708 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,822,503 | 39,871 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,550,107 | 38,388 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,544,309 | 84,853 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,283,977 | 81,990 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,496,031 | 94,873 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,178,508 | 91,795 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,291,200 | 90,000 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $4,980,579 | 97,353 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $4,729,186 | 115,346 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $2,991,431 | 77,418 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $3,138,822 | 79,970 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $3,631,847 | 93,919 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||