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Geneos Wealth Management’s J.M. Smucker SJM Stock Holding History

Geneos Wealth Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
1,749
+88
+5% +$9.21K ﹤0.01% 1016
2025
Q4 		$162K Hold
1,661
– – ﹤0.01% 990
2025
Q3 		$180K Sell
1,661
-560
-25% -$60.8K ﹤0.01% 933
2025
Q2 		$218K Sell
2,221
-841
-27% -$92.5K 0.01% 958
2025
Q1 		$440K Buy
3,062
+1,863
+155% +$201K 0.01% 939
2024
Q4 		$132K Sell
1,199
-45
-4% -$5.18K ﹤0.01% 976
2024
Q3 		$151K Buy
1,244
+258
+26% +$30.4K 0.01% 850
2024
Q2 		$108K Buy
986
+238
+32% +$26.9K ﹤0.01% 848
2024
Q1 		$94.2K Sell
748
-1,262
-63% -$160K ﹤0.01% 867
2023
Q4 		$254K Sell
2,010
-336
-14% -$38.9K 0.01% 614
2023
Q3 		$288K Sell
2,346
-784
-25% -$111K 0.01% 587
2023
Q2 		$462K Sell
3,130
-730
-19% -$111K 0.02% 476
2023
Q1 		$607K Sell
3,860
-1,189
-24% -$181K 0.04% 405
2022
Q4 		$800K Buy
5,049
+409
+9% +$60.9K 0.05% 316
2022
Q3 		$637K Sell
4,640
-1,778
-28% -$242K 0.04% 339
2022
Q2 		$841K Buy
6,418
+164
+3% +$21.9K 0.04% 368
2022
Q1 		$846K Buy
6,254
+60
+1% +$8.18K 0.04% 405
2021
Q4 		$841K Buy
6,194
+74
+1% +$9.44K 0.03% 446
2021
Q3 		$732K Buy
6,120
+90
+1% +$11.4K 0.03% 472
2021
Q2 		$782K Sell
6,030
-603
-9% -$80.1K 0.03% 442
2021
Q1 		$868K Sell
6,633
-53
-0.8% -$6.26K 0.02% 464
2020
Q4 		$797K Buy
6,686
+2,481
+59% +$288K 0.03% 416
2020
Q3 		$471K Sell
4,205
-267
-6% -$29.8K 0.02% 445
2020
Q2 		$460K Buy
4,472
+7
+0.2% +$787 0.03% 431
2020
Q1 		$460K Buy
4,465
+361
+9% +$38.6K 0.03% 389
2019
Q4 		$423K Buy
4,104
+661
+19% +$70K 0.02% 479
2019
Q3 		$375K Sell
3,443
-416
-11% -$46.4K 0.02% 474
2019
Q2 		$444K Buy
3,859
+289
+8% +$35.3K 0.03% 436
2019
Q1 		$415K Sell
3,570
-222
-6% -$23.2K 0.03% 445
2018
Q4 		$356K Sell
3,792
-225
-6% -$23.5K 0.03% 447
2018
Q3 		$412K Buy
4,017
+4
+0.1% +$437 0.03% 428
2018
Q2 		$431K Sell
4,013
-175
-4% -$19.7K 0.03% 349
2018
Q1 		$519K Buy
4,188
+6
+0.1% +$749 0.05% 302
2017
Q4 		$519K Sell
4,182
-3
-0.1% -$333 0.05% 312
2017
Q3 		$439K Sell
4,185
-6
-0.1% -$685 0.04% 327
2017
Q2 		$495K Sell
4,191
-41
-1% -$5.18K 0.05% 291
2017
Q1 		$554K Sell
4,232
-69
-2% -$9.38K 0.06% 253
2016
Q4 		$550K Buy
4,301
+12
+0.3% +$1.55K 0.07% 229
2016
Q3 		$581K Buy
4,289
+365
+9% +$53.6K 0.08% 226
2016
Q2 		$595K Buy
3,924
+51
+1% +$6.78K 0.09% 216
2016
Q1 		$513K Buy
+3,873
New +$488K 0.08% 233

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's SJM Position: Q1 2026 in Review

Geneos Wealth Management increased its J.M. Smucker (SJM) stake by 5.3% in Q1 2026, buying an estimated $9.21K and bringing the position to 1,749 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Geneos Wealth Management first reported a position in SJM in Q1 2016 and has held it in 41 quarters since. The position peaked at $868K in Q1 2021. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Geneos Wealth Management held 1,749 shares of J.M. Smucker worth $169K as of Q1 2026.
  • Geneos Wealth Management bought 88 J.M. Smucker shares in Q1 2026, an estimated $9.21K.
  • J.M. Smucker made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1016 holding.
  • Geneos Wealth Management first reported a position in J.M. Smucker in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's J.M. Smucker position peaked at $868K in Q1 2021.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.