AssetMark Inc’s NuScale Power SMR Stock Holding History

AssetMark Inc’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$17K	Sell	2,153 -179	-8%	-$1.61K	﹤0.01%	2321
2026 Q2	$23.4K	Sell	2,332 -96	-4%	-$1.08K	﹤0.01%	2115
2026 Q1	$26.3K	Buy	2,428 +2,309	+1,940%	+$35.1K	﹤0.01%	1962
2025 Q4	$1.69K	Buy	119 +44	+59%	+$1.26K	﹤0.01%	2811
2025 Q3	$2.7K	Buy	75 +37	+97%	+$1.47K	﹤0.01%	2552
2025 Q2	$1.5K	Sell	38 -7	-16%	-$176	﹤0.01%	2515
2025 Q1	$637	Buy	+45	New	+$910	﹤0.01%	2372
2024 Q2	–	Sell	-500	Closed	-$2.66K	–	2213
2024 Q1	$2.66K	Buy	+500	New	+$1.79K	﹤0.01%	1550

Other funds holding SMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Once Capital Management New York $783M AUM 74.43% 1-Year Est. Return

AssetMark Inc's SMR Position: Q3 2026 in Review

AssetMark Inc reduced its NuScale Power (SMR) stake by 7.7% in Q3 2026, selling an estimated $1.61K and leaving 2,153 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2321.

AssetMark Inc first reported a position in SMR in Q1 2024 and has held it in 8 quarters since. The position peaked at $26.3K in Q1 2026. 235 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

AssetMark Inc held 2,153 shares of NuScale Power worth $17K as of Q3 2026.
AssetMark Inc sold 179 NuScale Power shares in Q3 2026, an estimated $1.61K.
NuScale Power made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2321 holding.
AssetMark Inc first reported a position in NuScale Power in Q1 2024 and has held it in 8 quarters since.
AssetMark Inc's NuScale Power position peaked at $26.3K in Q1 2026.
235 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.