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GeoWealth Management’s ScottsMiracle-Gro SMG Stock Holding History

GeoWealth Management’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-240
Closed -$15.8K – 1153
2025
Q2 		$15.8K Buy
+240
New +$13.9K ﹤0.01% 1089
2025
Q1 		– Sell
-192
Closed -$12.7K – 1704
2024
Q4 		$12.7K Sell
192
-3
-2% -$237 ﹤0.01% 1455
2024
Q3 		$16.9K Buy
+195
New +$13.7K ﹤0.01% 1312

Other funds holding SMG

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

GeoWealth Management's SMG Position: Q3 2025 in Review

GeoWealth Management sold out of ScottsMiracle-Gro (SMG) in Q3 2025, closing a stake of 240 shares — an estimated $15.8K sold.

GeoWealth Management first reported a position in SMG in Q3 2024 and held it in 3 quarters. The position peaked at $16.9K in Q3 2024. 455 funds tracked by Wall St. Rank hold SMG as of Q3 2025.

  • GeoWealth Management reported no remaining ScottsMiracle-Gro position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 240 ScottsMiracle-Gro shares in Q3 2025, an estimated $15.8K.
  • GeoWealth Management first reported a position in ScottsMiracle-Gro in Q3 2024 and held it in 3 quarters.
  • GeoWealth Management's ScottsMiracle-Gro position peaked at $16.9K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.