GWM
SM icon

Gibbs Wealth Management’s SM Energy SM Stock Holding History

Gibbs 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
Q4 		– Sell
-10,262
Closed -$256K – 342
2025
Q3 		$256K Sell
10,262
-1,800
-15% -$48.5K 0.06% 288
2025
Q2 		$298K Buy
12,062
+1,630
+16% +$39.5K 0.06% 285
2025
Q1 		$312K Buy
10,432
+2,541
+32% +$91.1K 0.08% 243
2024
Q4 		$306K Buy
7,891
+1,155
+17% +$48.8K 0.08% 228
2024
Q3 		$269K Buy
6,736
+1,138
+20% +$49.4K 0.09% 229
2024
Q2 		$242K Buy
+5,598
New +$275K 0.1% 212

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return