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Compass Wealth Management (Georgia)’s Super Micro Computer SMCI Stock Holding History

Compass Wealth Management (Georgia)’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,177
Closed -$499K – 63
2025
Q2 		$499K Buy
+10,177
New +$392K 0.27% 44

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Compass Wealth Management (Georgia)'s SMCI Position: Q3 2025 in Review

Compass Wealth Management (Georgia) sold out of Super Micro Computer (SMCI) in Q3 2025, closing a stake of 10,177 shares — an estimated $499K sold.

Compass Wealth Management (Georgia) first reported a position in SMCI in Q2 2025 and held it in 1 quarter. The position peaked at $499K in Q2 2025. 849 funds tracked by Wall St. Rank hold SMCI as of Q3 2025.

  • Compass Wealth Management (Georgia) reported no remaining Super Micro Computer position as of Q3 2025 after selling out during the quarter.
  • Compass Wealth Management (Georgia) sold 10,177 Super Micro Computer shares in Q3 2025, an estimated $499K.
  • Compass Wealth Management (Georgia) first reported a position in Super Micro Computer in Q2 2025 and held it in 1 quarter.
  • Compass Wealth Management (Georgia)'s Super Micro Computer position peaked at $499K in Q2 2025.
  • 849 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2025.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q3 2025, filed 13 Nov 2025.