GWM
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Gilpin Wealth Management’s SM Energy SM Stock Holding History

Gilpin 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
2026
Q3 		$1.42K Buy
42
+5
+14% +$167 ﹤0.01% 646
2026
Q2 		$966 Hold
37
– – ﹤0.01% 514
2026
Q1 		$1.15K Buy
37
+27
+270% +$616 ﹤0.01% 456
2025
Q4 		$187 Buy
+10
New +$203 ﹤0.01% 679

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilpin Wealth Management's SM Position: Q3 2026 in Review

Gilpin Wealth Management increased its SM Energy (SM) stake by 14% in Q3 2026, buying an estimated $167 and bringing the position to 42 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Gilpin Wealth Management first reported a position in SM in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • Gilpin Wealth Management held 42 shares of SM Energy worth $1.42K as of Q3 2026.
  • Gilpin Wealth Management bought 5 SM Energy shares in Q3 2026, an estimated $167.
  • SM Energy made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #646 holding.
  • Gilpin Wealth Management first reported a position in SM Energy in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.