Back to SMG
Compass Wealth Management LLC → SMG
Compass Wealth Management LLC SMG Position History
The Scotts Miracle-Gro Company • Basic Materials
Quarters held
5
Latest value
$6.9M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $6.9M |
| Q1 2026 | $7.4M |
| Q2 2026 | $8.7M |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 137.5K | — | — |
| Q2 2026 | $8.7M | 128.1K | — | — |
| Q1 2026 | $7.4M | 122.5K | — | — |
| Q4 2025 | $6.9M | 118.2K | — | — |
| Q3 2025 | $5.5M | 95.7K | — | — |
Other funds holding SMG
$320.3M
$257.1M
$254.2M
$251.2M
$169.8M
$143.2M
$139.1M
$124.2M