Position in MO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$129,510
+$10,728 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,269
of 2,535 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MO Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026CrossGen Wealth, LLC holds $138,555 across 2 Tobacco names. MO ranks #1 (93.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
This page
|
1,800 | $129,510 | |
| 2 | PM |
Philip Morris International Inc.
|
50 | $9,045 |
All Filings in MO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,510 | 1,800 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $118,782 | 1,800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $108,862 | 1,888 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||