VestGen Advisors
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VestGen Advisors’s Simply Good Foods SMPL Stock Holding History

VestGen Advisors’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-11,652
Closed -$155K – 1183
2026
Q2 		$155K Buy
+11,652
New +$144K ﹤0.01% 1046

Other funds holding SMPL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

VestGen Advisors's SMPL Position: Q3 2026 in Review

VestGen Advisors sold out of Simply Good Foods (SMPL) in Q3 2026, closing a stake of 11,652 shares — an estimated $155K sold.

VestGen Advisors first reported a position in SMPL in Q2 2026 and held it in 1 quarter. The position peaked at $155K in Q2 2026. 103 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • VestGen Advisors reported no remaining Simply Good Foods position as of Q3 2026 after selling out during the quarter.
  • VestGen Advisors sold 11,652 Simply Good Foods shares in Q3 2026, an estimated $155K.
  • VestGen Advisors first reported a position in Simply Good Foods in Q2 2026 and held it in 1 quarter.
  • VestGen Advisors's Simply Good Foods position peaked at $155K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.