Geneos Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-85
| Closed | -$4.94K | – | 2554 |
|
|
2025
Q4 | $4.94K | Hold |
85
| – | – | ﹤0.01% | 2145 |
|
|
2025
Q3 | $4.82K | Sell |
85
-76
| -47% | -$4.79K | ﹤0.01% | 2153 |
|
|
2025
Q2 | $10.6K | Buy |
161
+8
| +5% | +$463 | ﹤0.01% | 2304 |
|
|
2025
Q1 | $8.38K | Buy |
153
+9
| +6% | +$582 | ﹤0.01% | 2334 |
|
|
2024
Q4 | $9.53K | Hold |
144
| – | – | ﹤0.01% | 2068 |
|
|
2024
Q3 | $12.4K | Buy |
144
+59
| +69% | +$4.15K | ﹤0.01% | 1752 |
|
|
2024
Q2 | $5.5K | Sell |
85
-41
| -33% | -$2.8K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $9.37K | Buy |
126
+41
| +48% | +$2.55K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $5.39K | Hold |
85
| – | – | ﹤0.01% | 1710 |
|
|
2023
Q3 | $4.37K | Hold |
85
| – | – | ﹤0.01% | 1785 |
|
|
2023
Q2 | $5.3K | Hold |
85
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q1 | $5.9K | Sell |
85
-50
| -37% | -$3.6K | ﹤0.01% | 1693 |
|
|
2022
Q4 | $6.54K | Hold |
135
| – | – | ﹤0.01% | 1643 |
|
|
2022
Q3 | $5K | Sell |
135
-220
| -62% | -$15.8K | ﹤0.01% | 1701 |
|
|
2022
Q2 | $28K | Hold |
355
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q1 | $43K | Buy |
355
+73
| +26% | +$10.2K | ﹤0.01% | 1454 |
|
|
2021
Q4 | $45K | Sell |
282
-803
| -74% | -$124K | ﹤0.01% | 1525 |
|
|
2021
Q3 | $159K | Buy |
1,085
+3
| +0.3% | +$492 | 0.01% | 962 |
|
|
2021
Q2 | $204K | Sell |
1,082
-1,354
| -56% | -$299K | 0.01% | 833 |
|
|
2021
Q1 | $563K | Buy |
2,436
+163
| +7% | +$36.9K | 0.02% | 609 |
|
|
2020
Q4 | $259K | Buy |
2,273
+1,139
| +100% | +$195K | 0.01% | 744 |
|
|
2020
Q3 | $169K | Buy |
1,134
+1
| +0.1% | +$155 | 0.01% | 737 |
|
|
2020
Q2 | $144K | Sell |
1,133
-200
| -15% | -$25.8K | 0.01% | 770 |
|
|
2020
Q1 | $136K | Buy |
1,333
+201
| +18% | +$22.1K | 0.01% | 741 |
|
|
2019
Q4 | $120K | Buy |
1,132
+65
| +6% | +$6.65K | 0.01% | 881 |
|
|
2019
Q3 | $105K | Sell |
1,067
-70
| -6% | -$7.33K | 0.01% | 875 |
|
|
2019
Q2 | $112K | Buy |
1,137
+2
| +0.2% | +$178 | 0.01% | 863 |
|
|
2019
Q1 | $89K | Sell |
1,135
-612
| -35% | -$46.1K | 0.01% | 906 |
|
|
2018
Q4 | $106K | Buy |
1,747
+147
| +9% | +$10.5K | 0.01% | 823 |
|
|
2018
Q3 | $125K | Buy |
1,600
+365
| +30% | +$28.7K | 0.01% | 810 |
|
|
2018
Q2 | $102K | Sell |
1,235
-280
| -18% | -$23.4K | 0.01% | 778 |
|
|
2018
Q1 | $129K | Buy |
1,515
+1,505
| +15,050% | +$143K | 0.01% | 662 |
|
|
2017
Q4 | $1K | Buy |
+10
| New | +$999 | ﹤0.01% | 2129 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$8K | – | 2144 |
|
|
2017
Q2 | $8K | Buy |
+100
| New | +$9.02K | ﹤0.01% | 1609 |
|
|
2016
Q3 | – | Sell |
-100
| Closed | -$6K | – | 1994 |
|
|
2016
Q2 | $6K | Buy |
+100
| New | +$6.95K | ﹤0.01% | 1478 |
|
Other funds holding SMG
Geneos Wealth Management's SMG Position: Q1 2026 in Review
Geneos Wealth Management sold out of ScottsMiracle-Gro (SMG) in Q1 2026, closing a stake of 85 shares — an estimated $4.94K sold.
Geneos Wealth Management first reported a position in SMG in Q2 2016 and held it in 35 quarters. The position peaked at $563K in Q1 2021. 442 funds tracked by Wall St. Rank hold SMG as of Q1 2026.
- Geneos Wealth Management reported no remaining ScottsMiracle-Gro position as of Q1 2026 after selling out during the quarter.
- Geneos Wealth Management sold 85 ScottsMiracle-Gro shares in Q1 2026, an estimated $4.94K.
- Geneos Wealth Management first reported a position in ScottsMiracle-Gro in Q2 2016 and held it in 35 quarters.
- Geneos Wealth Management's ScottsMiracle-Gro position peaked at $563K in Q1 2021.
- 442 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.