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Golden State Equity Partners’s SM Energy SM Stock Holding History

Golden State Equity 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
2026
Q2 		$40.1K Hold
1,535
– – 0.11% 116
2026
Q1 		$47.9K Buy
+1,535
New +$35K ﹤0.01% 901

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Golden State Equity Partners's SM Position: Q2 2026 in Review

Golden State Equity Partners held its SM Energy (SM) position steady in Q2 2026 at 1,535 shares worth $40.1K. The position accounts for 0.11% of the portfolio, ranked #116.

Golden State Equity Partners first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $47.9K in Q1 2026. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Golden State Equity Partners held 1,535 shares of SM Energy worth $40.1K as of Q2 2026.
  • Golden State Equity Partners left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up 0.11% of Golden State Equity Partners's portfolio in Q2 2026, its #116 holding.
  • Golden State Equity Partners first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Golden State Equity Partners's SM Energy position peaked at $47.9K in Q1 2026.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.