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SM icon

True Wealth Design’s SM Energy SM Stock Holding History

True Wealth Design’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 		$8.18K Buy
242
+123
+103% +$4.12K ﹤0.01% 1158
2026
Q2 		$3.11K Sell
119
-162
-58% -$4.87K ﹤0.01% 1527
2026
Q1 		$8.76K Buy
281
+248
+752% +$5.66K ﹤0.01% 1015
2025
Q4 		$620 Sell
33
-47
-59% -$952 ﹤0.01% 1884
2025
Q3 		$2K Buy
80
+33
+70% +$890 ﹤0.01% 1459
2025
Q2 		$1.16K Buy
47
+44
+1,467% +$1.06K ﹤0.01% 1409
2025
Q1 		$90 Buy
+3
New +$108 ﹤0.01% 2230

Other funds holding SM

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWM
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 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
SAM
Seelaus Asset Management Chatham, New Jersey $136M AUM 34.83% 1-Year Est. Return

True Wealth Design's SM Position: Q3 2026 in Review

True Wealth Design increased its SM Energy (SM) stake by 103% in Q3 2026, buying an estimated $4.12K and bringing the position to 242 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

True Wealth Design first reported a position in SM in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.76K in Q1 2026. 33 funds tracked by Wall St. Rank hold SM as of Q3 2026.

  • True Wealth Design held 242 shares of SM Energy worth $8.18K as of Q3 2026.
  • True Wealth Design bought 123 SM Energy shares in Q3 2026, an estimated $4.12K.
  • SM Energy made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1158 holding.
  • True Wealth Design first reported a position in SM Energy in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's SM Energy position peaked at $8.76K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held SM Energy as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.