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Cherry Tree Wealth Management’s SM Energy SM Stock Holding History

Cherry Tree Wealth Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-141
Closed -$4.22K – 734
2025
Q1 		$4.22K Buy
+141
New +$5.06K ﹤0.01% 554

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cherry Tree Wealth Management's SM Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of SM Energy (SM) in Q2 2025, closing a stake of 141 shares — an estimated $4.22K sold.

Cherry Tree Wealth Management first reported a position in SM in Q1 2025 and held it in 1 quarter. The position peaked at $4.22K in Q1 2025. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 141 SM Energy shares in Q2 2025, an estimated $4.22K.
  • Cherry Tree Wealth Management first reported a position in SM Energy in Q1 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's SM Energy position peaked at $4.22K in Q1 2025.
  • 372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.