GRP
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Global Retirement Partners’s SM Energy SM Stock Holding History

Global Retirement Partners’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 		$25.9K Buy
1,386
+535
+63% +$10.8K ﹤0.01% 2756
2025
Q3 		$21.2K Buy
851
+697
+453% +$18.8K ﹤0.01% 2371
2025
Q2 		$3.81K Buy
+154
New +$3.73K ﹤0.01% 3009
2024
Q4 		$84.5K Buy
2,179
+736
+51% +$31.1K ﹤0.01% 1359
2024
Q3 		$57.7K Buy
1,443
+310
+27% +$13.4K ﹤0.01% 1495
2024
Q2 		$49K Buy
1,133
+444
+64% +$21.8K ﹤0.01% 1545
2024
Q1 		$34.3K Buy
689
+599
+666% +$24.5K ﹤0.01% 1575
2023
Q4 		$3.2K Buy
90
+46
+105% +$1.77K ﹤0.01% 2490
2023
Q3 		$1.6K Buy
44
+8
+22% +$303 ﹤0.01% 2615
2023
Q2 		$1.14K Sell
36
-90
-71% -$2.54K ﹤0.01% 2740
2023
Q1 		$3.24K Sell
126
-440
-78% -$13.4K ﹤0.01% 2325
2022
Q4 		$19.7K Sell
566
-17
-3% -$707 ﹤0.01% 1487
2022
Q3 		$26K Buy
583
+508
+677% +$20K ﹤0.01% 1278
2022
Q2 		$3K Buy
75
+30
+67% +$1.22K ﹤0.01% 2106
2022
Q1 		$2K Buy
+45
New +$1.62K ﹤0.01% 2247
2017
Q2 		– Sell
-45
Closed -$1K – 1170
2017
Q1 		$1K Sell
45
-100
-69% -$2.77K ﹤0.01% 1073
2016
Q4 		$5K Buy
+145
New +$5.24K ﹤0.01% 858

Other funds holding SM

BlackRock
BlackRock New York $5.72T 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 $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B 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 $35.4B AUM 33.54% 1-Year Est. Return

Global Retirement Partners's SM Position: Q4 2025 in Review

Global Retirement Partners increased its SM Energy (SM) stake by 63% in Q4 2025, buying an estimated $10.8K and bringing the position to 1,386 shares worth $25.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Global Retirement Partners first reported a position in SM in Q4 2016 and has held it in 17 quarters since. The position peaked at $84.5K in Q4 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Global Retirement Partners held 1,386 shares of SM Energy worth $25.9K as of Q4 2025.
  • Global Retirement Partners bought 535 SM Energy shares in Q4 2025, an estimated $10.8K.
  • SM Energy made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2756 holding.
  • Global Retirement Partners first reported a position in SM Energy in Q4 2016 and has held it in 17 quarters since.
  • Global Retirement Partners's SM Energy position peaked at $84.5K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.