Position in PM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$108,546
+$9,342 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,696
of 2,919 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PM 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. PM ranks #1 (53.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PM |
Philip Morris International Inc.
This page
|
600 | $108,546 | |
| 2 | MO |
Altria Group, Inc.
|
1,292 | $92,959 |
All Filings in PM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,546 | 600 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $99,204 | 600 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $110,676 | 690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $112,729 | 695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $141,332 | 776 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $146,666 | 924 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $139,485 | 1,159 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $160,976 | 1,326 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $145,408 | 1,435 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $131,474 | 1,435 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||