Position in MO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$92,959
+$11,198 QoQ
Shares Held
1,292
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,307
of 2,535 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $201,505 across 2 Tobacco names. MO ranks #2 (46.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
|
600 | $108,546 | |
| 2 | MO |
Altria Group, Inc.
This page
|
1,292 | $92,959 |
All Filings in MO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,959 | 1,292 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $81,761 | 1,239 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $90,007 | 1,561 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $117,652 | 1,781 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $114,269 | 1,949 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $122,620 | 2,043 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $114,462 | 2,189 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $122,598 | 2,402 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $111,187 | 2,441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $106,476 | 2,441 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||